Our

Sponsors

Thank you to all of our sponsors for being part of this great event!


opportunity

Become a Sponsor/Exhibitor

Get your company or brand in front of leading fiduciaries and special needs attorneys during this intimate event. Held in Santa Rosa, CA at the beautiful Hyatt Regency Sonoma Wine Country, Feb 7-9th, 2019.

View Sponsorship Opportunities


Diamond Sponsor

Philips Bonding & Insurance Agency, Inc.
Probate & Fiduciary Bonds
Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution

Visit Website

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Platinum Sponsor

Andrew De Vries, MBA
Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker.
Berkshire Hathaway | Franciscan Properties

Visit Website

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Lanyard Sponsor

Merrill Lynch Special Needs Team
Scott MacDonald & Dan Cutter

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Gold Sponsor

Herb Thomas and Associates
We are a private fiduciary services firm, specializing in a broad range of financial and care management services for seniors and people with disabilities

Visit Website

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Gold Sponsor

ACUÑA ❖ REGLI
A multi-generational estate planning firm that will be here when your family needs us to protect your legacy.

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Silver Sponsor

National Care Advisors
We turn the overwhelming task of charting the future into a clear, comprehensive life care plan for individuals with special needs.

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Silver Sponsor

HearthStone
Private Wealth Management
Objective, fee-only investment management and advisory services for trustees, guardians and conservators. All fiduciary, all the time.®

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Silver Sponsor

Mass Mutual Special Care
MassMutual can help families map out their financial strategy to care for loved ones with special needs.

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Bronze Sponsor

The Alcaine Halterbeck Group of Robert W. Baird & Co
The Alcaine Group provides personal, comprehensive wealth management for high-net-worth individuals, families and trusts based on more than 25 years of combined experience and a true understanding of each client’s unique situation and goals.

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Bronze Sponsor

Professional Fiduciary Association of California (PFAC)
Education, Advocacy and Advancement for Professional Fiduciaries

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Bronze Sponsor

Atticus
Atticus is for attorneys who want to dramatically increase revenues, reduce their stress, and create a huge competitive advantage in their marketplace.

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Bronze Sponsor

NurseRegistry
At NurseRegistry, our mission is to match professional, licensed, and compassionate nurses with private clients at home and facilities in need of staffing solutions.

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Phillips Bonding
Merrill Lynch Special Needs Team
Fremont Bank
Wells Fargo
Andrew De Vries, MBA
Urbatsch Law Firm, PC
Good Shepherd Fund
Professional Fiduciary Association of California (PFAC)
Michael McCabe – Think2Age
Atticus
NurseRegistry
ACUÑA ❖ REGLI
Herb Thomas and Associates
Academy of Special Needs Planners
National Care Advisors
True Link Financial
Continuity Care Home Nurses
Prudent Investors Network
Morgan Stanley
HearthStone
Sorenson Insurance
Vital Medical
Mass Mutual Special Care
The Clarke Investment Group
Medi-Cal Consulting Services, Inc.
Krause Financial
Manufacturer’s Bank

Exhibitors




Welcome Sponsor

True Link Financial
Financial services built for you. We focus exclusively on financial needs for retirement

Visit Website
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Break Sponsors


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Pocket Agenda Sponsor

Storz Fiduciary Services

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