FOR A LIST OF SPONSOR AND EXHIBITOR OPPORTUNITIES, CLICK HERE:

STEP Orange County’s 7th Institute on Tax, Estate Planning and the Economy provides an opportunity for your to visit with your clients and increase your brand awareness amongst professionals that you service throughout the nation. The Island Hotel Newport Beach offers such a great atmosphere to talk with your clients and reach potential clients.

Multiple networking events give you the opportunity to interact with your clients and prospect clients. The exhibitor space at the Island Hotel Newport Beach is an inviting and elegant entrance area into the ballroom where attendees will pass through. Additional sponsor space will be in part of the conference room area.

WHY SPONSOR?

  • Approximately 200 industry professionals.
  • Visit with your existing clients.
  • Attract new clients in a professional environment.
  • Position your company as a knowledgeable leader in your industry.
  • Your company flyer included in the attendees’ conference materials.
  • Exhibit tables with face-to-face interaction opportunities.
  • Show your support of the estate planning community professionals.
  • Exclusive sponsor speaking opportunities.
  • Listen to the latest industry updates from nationally known presenters.
  • Be acknowledged by the STEP OC Board of Directors at the conference.

            

A SPECIAL THANKS TO OUR 2017 SPONSORS FOR CONTRIBUTING TO A SUCCESSFUL AND FUN CONFERNECE!  WE LOOK FORWARD TO SEEING YOU AGAIN IN 2018

  • Allen Haight & Monogham
  • Alliance Trust Company of Nevada
  • Bryn Mawr Trust Company of Delaware
  • City National Rochdale
  • Clars Auction Gallery
  • ElderCounsel
  • FIDELITY Charitable
  • First American Trust
  • First Foundation
  • Forever Forests
  • HMWC CPA
  • MV Law
  • Miller Thomson LLP
  • Northern Trust Company
  • Peak Trust Company
  • Pictet North American Advisors
  • Pluris Valuation Advisors
  • Premier Trust
  • Rutan & Tucker, LLP
  • Schumacher Publishing
  • South Dakota Trust Company, LLC
  • Stout Risius Ross, Inc.
  • Ultimate Estate Planner
  • U.S. Bank
  • U.S. Deeds
  • Verdon Law Group
  • WealthCounsel