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.
Diamond Sponsor
Philips Bonding & Insurance Agency, Inc.
Probate & Fiduciary Bonds
Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution
Probate & Fiduciary Bonds
Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution
Platinum Sponsor
Andrew De Vries, MBA
Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker.
Berkshire Hathaway | Franciscan Properties
Residential, Commercial, Probate, Estate, Trust & Conservatorship Real Estate Broker.
Berkshire Hathaway | Franciscan Properties
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
We are a private fiduciary services firm, specializing in a broad range of financial and care management services for seniors and people with disabilities
Gold Sponsor
ACUÑA ❖ REGLI
A multi-generational estate planning firm that will be here when your family needs us to protect your legacy.
A multi-generational estate planning firm that will be here when your family needs us to protect your legacy.
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.
We turn the overwhelming task of charting the future into a clear, comprehensive life care plan for individuals with special needs.
Silver Sponsor
HearthStone
Private Wealth Management
Objective, fee-only investment management and advisory services for trustees, guardians and conservators. All fiduciary, all the time.®
Private Wealth Management
Objective, fee-only investment management and advisory services for trustees, guardians and conservators. All fiduciary, all the time.®
Silver Sponsor
Mass Mutual Special Care
MassMutual can help families map out their financial strategy to care for loved ones with special needs.
MassMutual can help families map out their financial strategy to care for loved ones with special needs.
Bronze Sponsor
The Alcaine Halterbeck Group of Robert W. Baird & Co
The Alcaine-Halterbeck Group of Baird, Private Wealth Management provides bi-lingual comprehensive financial planning services to high net worth individuals, trusts, estates, and victims of liability cases.
The Alcaine-Halterbeck Group of Baird, Private Wealth Management provides bi-lingual comprehensive financial planning services to high net worth individuals, trusts, estates, and victims of liability cases.
Bronze Sponsor
Professional Fiduciary Association of California (PFAC)
Education, Advocacy and Advancement for Professional Fiduciaries
Education, Advocacy and Advancement for Professional Fiduciaries
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.
Atticus is for attorneys who want to dramatically increase revenues, reduce their stress, and create a huge competitive advantage in their marketplace.
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.
At NurseRegistry, our mission is to match professional, licensed, and compassionate nurses with private clients at home and facilities in need of staffing solutions.
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
LivHOME
Better Business Tax & Accounting
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
LivHOME
Better Business Tax & Accounting
Exhibitors
Welcome Sponsor
True Link Financial
Financial services built for you. We focus exclusively on financial needs for retirement
Financial services built for you. We focus exclusively on financial needs for retirement
