Advanced Special Needs Planning Symposium

The Advanced Special Needs Planning Symposium is a one-of-a-kind in-person event bringing together professionals from across financial services and beyond for insightful and deep conversations on special needs and disability planning. This year’s event will focus on life transitions for individuals with special needs, disabilities, and their caregivers. Any financial services professional is welcome to attend the event, but organizers strongly encourage attendees to have a background or interest in expanding their knowledge of special needs and disability planning first and foremost.