The Event - Advanced Special Needs Planning Symposium FOURTH ANNUAL Advanced Special Needs Planning Symposium MAY 7-8, 2026 | ORLANDO, FL HOSTED BY: Join us for 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. Impactful Planning For Moments of Change Life with a disability is defined not by a single moment, but by a series of pivotal transitions, each carrying profound financial, legal, emotional, and caregiving implications. For families and individuals living with disabilities or special needs, these transitions often bring uncertainty, complexity, and high-stakes decision-making. For financial advisors, they present some of the most meaningful and challenging opportunities to deliver impact-driven advice. The 2026 Advanced Special Needs Planning Symposium will explore the theme of Transitions, focusing on the critical life stages and turning points that shape long-term outcomes for individuals with disabilities and the families who support them. General Registration $650 Register Now What Transitions Mean to You and Your Clients For those you serve who may have special needs or disabilities, as well as those who are caregivers to those individuals, transitions can mean many things. The shift from childhood into adulthood as individuals “age out” of the public school system and enter adult services Moving from the family home into independent living, supported housing, or group care environments The evolving role of siblings and extended family as part of long-term caregiving and decision-making Aging parents confronting their own health, longevity, and financial needs while planning for a child with disabilities Adults experiencing new-onset disability and transitioning out of the workforce Advisors themselves preparing for practice succession and continuity for vulnerable client populations By focusing on transitions, the 2026 Advanced Special Needs Planning Symposium will challenge participants to think more holistically, plan more intentionally, and serve families more effectively when it matters most. The symposium will equip advanced practitioners with deeper insight, practical strategies, and interdisciplinary perspectives to help clients navigate these moments with confidence and dignity. Register for the Symposium Join us in Orlando in May to get the tools and knowledge you need to address your clients’ unique life transitions SPECIAL ALUMNI PRICING $575 GENERAL REGISTRATION February 27 - May 7, 2026 $650 LEARN Professional Designations & Certifications Master's Degrees & Programs Certificate Programs Continuing Education Designation Outcomes KNOWLEDGE HUB Browse All Resources Insights Research Podcasts Upcoming Events On-Demand Webcasts ABOUT THE COLLEGE Who We Are Office of Our President Our People The College at a Glance School Store QUICK LINKS Student Experience Scholarships Tuition & Scholarships Admission Requirements Professional Recertification FAQs earning Hub CENTERS OF EXCELLENCE Center for Economic Empowerment and Equality Center for Ethics in Financial Services Center for Women in Financial Services Center for Philanthropy & Social Impact Center for Retirement Income Center for Special Needs Center for Military and Veterans Affairs The Granum Center for Financial Security ONTACT US Monday - Friday, 8 am - 5 pm YOUR ADVISOR GUIDE Stand Out as a Specialist Deep knowledge is your growth engine. Discover how we can help you scale your business and deliver greater value. Specialize Now The American College of Financial Services is committed to equal access to its educational programs, facilities, and employment for all persons, regardless of race, color, sex, disability, age, religion, national or ethnic origin, or any other protections afforded by applicable laws. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. © The American College of Financial Services TheAmericanCollege.edu 866-640-3748