Sponsors

For sponsorship opportunities, please contact karen@teamycc.com 

Platinum Sponsors

Asset-Dedication-Logo-Black-Text.jpg Asset Dedication
220 Montgomery St. 
Suite 450
San Francisco, CA 94104 
866.535.0897
www.assetdedication.com
Asset Dedication partners with planning-centric advisors by lifting the burden of investment management and back-office administration. Our investment strategy expands upon the ACP model of dedicated portfolios and links each client’s portfolio to their lifetime financial plan via our unique Critical Path system. We also provide a full range of back-office services to help reduce your operational headaches. Our goal is to help advisors scale their business and free up more time for servicing clients – and living their own lives – and less time dealing with technical and tedious tasks. For more details, please click here.
 
   
     

LLIS
2907 W. Bay to Bay Blvd. 
Suite 102 
Tampa, FL 33629 
877.254.4429 
www.llis.com

Learn how the “new” reverse mortgage may help your clients age 62 and older to effectively leverage an important asset: home equity. Thanks to significantly lower costs and academic research (Evensky, Salter and Pfau) that demonstrates the value of the unique credit available with the FHA-insured Home Equity Conversion Mortgages (HECMs), reverse mortgages have gained acceptance as an effective financial tool to help meet the challenges of retirement financing. To learn the four common uses of reverse mortgages that may close the financial gap for your clients, please contact Tom Dickson at 412.580.5954, or tdickson@reversefunding.com.

 
RMFlogo.JPG Reverse Mortgage Funding, LLC
1455 Broad Street 
2nd Floor 
Bloomfield, NJ 07003  
www.reversefunding.com

Learn how the “new” reverse mortgage may help your clients age 62 and older to effectively leverage an important asset: home equity. Thanks to significantly lower costs and academic research (Evensky, Salter and Pfau) that demonstrates the value of the unique credit available with the FHA-insured Home Equity Conversion Mortgages (HECMs), reverse mortgages have gained acceptance as an effective financial tool to help meet the challenges of retirement financing. To learn the four common uses of reverse mortgages that may close the financial gap for your clients, please contact Tom Dickson at 412.580.5954, or tdickson@reversefunding.com.

 Silver Sponsors

 
BW_Green.png

Bert Whitehead
c/o Cambridge Connection, Inc.  
40950 Woodward Ave
Suite 140
Bloomfield Hills, MI 48304
800.224.1040
www.bertwhitehead.com

Bert Whitehead is a pioneer in the fee-only financial planning industry. His behaviorally based financial theories are the foundation of the Cambridge System. Bert is the founder of the Alliance of Comprehensive Planners, as well as his own practice started in 1972, Cambridge Connection, Inc. The bookstore lists popular marketing and client material developed by Bert, including Why Smart People Do Stupid Things With Money: Overcoming Financial Dysfunction, the ever popular Deduct It! Deduct It! Charitable Contribution Tracker, as well as several others. You’ll find Bert’s Bookstore online at www.bertwhitehead.com.

 
 DFA_LOGO_RGB_COLOR_Under3in.jpg Dimensional Fund Advisors
6300 Bee Cave Road, Building One
Austin, TX 78746
512.306.7400
us.dimensional.com

Dimensional Fund Advisors LP is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We strive to build deep, enduring relationships with advisors who share our desire to create better financial outcomes for clients. Dimensional and its global affiliates manage $376 billion for clients worldwide (as of September 30, 2015).

 
                   

Grendel
888.824.4477
www.grendelonline.com

Grendel Online - the leader in practice management software that currently includes CRM, client reporting (performance), client portal, account aggregation, compliant file archive, email archive, portfolio rebalancing, fee billing, supervisor controls, mobile apps, and more.
 
 
 

Law Office of Lori J. Neidel
910 E Broadway, Suite 209
Columbia, MO 65201
573.886.8923
www.neidellaw.com

The Law Office of Lori J. Neidel offers legal and compliance consulting services to the financial industry in the areas of regulatory matters and compliance. It serves individuals and firms seeking representation and counsel in registration filings, drafting advisory agreements and business succession planning documents, and representation in regulatory enforcement proceedings. Adviser Compliance Services offers independent Registered Investment Advisors outsourced chief compliance officer support. ACS serves advisors who want to outsource their compliance obligations in a cost-effective yet comprehensive manner.

maga%2040plus%20logo.jpeg

MAGA LTD
2610 Lake Cook Road
Suite 250
Riverwoods, IL 60015
800.533.6242
www.magaltc.com 

Now marking our 42nd anniversary, MAGA Ltd. is the nation’s oldest long term care planning specialist. We offer cutting-edge LTC planning solutions, including traditional and asset-based/life and annuity Long Term Care Insurance (LTCI) designed to protect retirement assets and provide quality choices of care. As an ACP Sponsor for over a decade, we will work with you every step of the way regarding plan design, underwriting criteria, and carrier selection. MAGA will also assist you with administrative services such as helping with filing of a claim and policy reviews. Take advantage of our 2017 CFP board accepted CE programs. Licensed nationally, we work hard to make long term care planning easy. Put our experienced, award-winning team to work for you! Call Brian I. Gordon or Peter R. Florek at 800-533- 6242 or email info@magaltc.com.

 

Markel Cambridge Alliance
Greg Severinghaus ARM ASLI
Sr. Underwriter/Marketing Specialist
800.691.1515
gseveringhaus@markelcorp.com
www.markelinvestmentadvisors.com 

Markel Cambridge Alliance, a Markel Specialty program offers E&O Insurance for RIAs and FPAs. Since 1988, it has established a strong reputation as a result of its industry expertise, stable premiums, and excellent claims management services. Policy customization and risk mitigation strategies. Optional cyber liability coverage.

  Right Capital
(888) 982-9596
www.rightcapital.com 

The RightCapital solution brings Wall Street models and cutting edge technology together to benefit you. Our team brings many years of experience in the financial services industry from a variety of areas, including capital markets, financial planning, retirement income, insurance & annuities, and risk management. We've passed that experience on to you through this powerful planning tool!

 
SSG%20Logo%202009%2011.jpg Shareholder Service Group
9845 Erma Road, Suite 312
San Diego, CA 92131
800.380.7370
www.ssginstitutional.com

SSG was created to provide high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for their customer service. We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient, more productive and more successful.


Sunwest Trust, Inc.
PO Box 36371
Albuquerque, NM 87176
505.237.2225
www.sunwesttrust.com

Sunwest Trust is a New Mexico trust company that will act as Custodian for your clients’ IRA, allowing them to purchase anything that the IRS does not prohibit. In addition to acting as custodian for self-directed IRAs, Sunwest can act as a loan servicer for any private loan arrangement including owner financing, rental, and lease agreements. Sunwest is a proto-type individual 401k plan provider and can act a trustee for your clients individual 401k, or allow them act as their own trustee. Sunwest has been in business in Albuquerque for over 28 years and has a strong and dedicated staff.

UESP_Logo_Horz%20285C.jpg Utah Educational Savings Plan
980.352.0103
Fax: 888.529.9197
www.uesp.org

The Utah Educational Savings Plan (UESP) is a nonprofit 529 college savings program with more than $10 billion in assets under management. UESP is consistently ranked among the nation’s top 529 plans for its low fees and high-quality investment options. For more information about UESP and its financial advisor-friendly features, visit advisor.uesp.org or call 888.529.1886.

wells_fargo_logo-%5BConverted%5D.jpg Wells Fargo Home Mortgage 
7900 Xerxes Ave. S. 
Bloomington, MN 55431
866.253.2030
www.mikeconrath.com 

Wells Fargo Home Mortgage provides services in all 50 states, featuring a full menu of traditional products as well as reverse mortgages, second homes, construction-to-permanent financing.