Virtual Advanced Special Needs Planning Symposium
POWERED BY KNOWLEDGE HUB+
TUESDAY, OCTOBER 14 • WEDNESDAY, NOVEMBER 5
HOSTED BY:
Join us online for a one-of-a-kind event bringing together professionals from across financial services and beyond for both foundational and advanced learning on special needs planning.
Two Days. Over Four Hours. One Focus.
Now in its third year, the Advanced Special Needs Planning Symposium has proven to be an event that draws experts and professionals serious about enhancing their skills in the area of special needs planning — and this year, we’re going virtual!
The need for knowledge in this vital planning area is clear: according to the Centers for Disease Control, over a quarter of Americans have some type of disability1; and yet, 85% of people in a position to care for these individuals have no plan to address their physical, emotional, or financial responsibilities.2 Furthermore, 58% of caregivers say they don’t know where to turn for planning resources.3
You can help this underserved pool of valuable clients and be that person for them — their ally, their rock, their trusted resource — but only if you have the specialized insights to add value in real, powerful ways. The College can help.
1 CDC.gov. Disability Impacts All of Us. September 16, 2020.
2, 3 Fidelity Investments. American Caregivers Study. 2021.
DAY 2 | Powered by Knowledge Hub+*
Wednesday, November 5, 2025
Advanced Insights
“Divorce and the Special Needs Family: Legal and Financial Challenges for the Modern Advisor”
12:00 - 1:00 p.m. ET
“Critical Legislative Changes Impacting Disability and Special Needs Planning”
1:00 - 2:00 p.m. ET
“Fixing a Flawed Estate Plan: Protecting Special Needs Beneficiaries”
2:00 - 3:00 p.m. ET
*This live event is exclusive to Knowledge Hub+ subscribers and members of the Professional Recertification Program. Log in to My Learning Hub to access Knowledge Hub+ and register now or subscribe to Knowledge Hub+ today!
Be on the Forefront of Special Needs Planning
A Powerful Two-For-One
This year, you’re getting two unmatched learning opportunities in one — and, of course, two chances to earn valuable CE credit. Join an introductory, free, virtual event to get a foundational understanding of special needs planning; then, dive even deeper alongside other experienced professionals with an exclusive, virtual event delivering advanced special needs planning insights you won’t find anywhere else.
Learn From the Leaders in Special Needs Planning
Join College faculty and leading experts from the Special Needs Alliance and beyond as we show you the ins and outs of this complex and ever-more-important area of planning. Plus, ask your questions and get answers in real time!
Access Advanced Content With Knowledge Hub+
The Advanced Session, takes place Wednesday, November 5, powered by Knowledge Hub+: The American College of Financial Services’ on-demand, subscription-based platform delivering valuable CFP® and College CE-eligible learning from top industry experts. Knowledge Hub+ contains over 80 hours of content from more than 60 in-demand subject matter experts — an indispensable asset for those looking to stay on top of current trends in the profession and meet their CE requirements.
To register for the Advanced Session, subscribe to Knowledge Hub+ now.
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