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.
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
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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.
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