Experience the Advanced Special Needs Planning Symposium
What You’ll Receive at the Event
Deepen your expertise in this vital, growing field, while earning valuable CFP® and College CE credit
Learn from the nation’s leading experts and gain practical tools for your practice at an intimate event with direct access to top thought leaders and direct application
Join a passionate community of professionals dedicated to making a difference
Symposium FAQs
What is the Symposium and who can attend?
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 we strongly encourage attendees to have a background or interest in expanding their knowledge of special needs and disability planning first and foremost.
What is the schedule for the event?
See The Lineup page for the full agenda!
How can I sponsor the Symposium?
If you are interested in sponsoring our event, view our sponsorship prospectus for a listing of opportunities or contact Dan Bischak at Daniel.Bischak@TheAmericanCollege.edu (267-473-8051) or Emily Krall-Groome at Emily.Krall@TheAmericanCollege.edu (717-813-1445).
What is your cancellation policy?
Registrants may cancel their admission and receive a full refund through March 26, 2026. Starting March 27, refunds will not be provided. Attendees may transfer their registration to another individual.
What is the dress code for the Symposium?
The attire for the Symposium is resort business casual – professional yet relaxed, ideal for Florida’s warm weather.
I would like to support efforts to increase awareness about special needs and disability planning-related issues in financial services. How can I do so?
You can support our efforts to increase special needs and disability planning knowledge and preparedness among industry professionals and clients with a gift now.
How do I enroll in courses or programs at The American College of Financial Services?
Learn more about The College's professional designation, degree, and certification programs at our website.
About The American College of Financial Services
Founded in 1927 by financial services education pioneer Solomon Huebner, PhD, The American College of Financial Services has a rich history in financial services education and providing expertise for every stage of a financial professional’s career — and their clients’ lives. The College’s faculty includes the nation's top thought leaders in financial services, offering expertise that is sought by companies, policymakers, media, and industry professionals. The College’s mission is to uplift the profession by providing applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society.
About The American College Center for Special Needs
The American College Center for Special Needs is committed to elevating the knowledge of financial planning professionals in the area of special needs planning and promoting strategies and solutions that aid individuals with special needs as well as their caregivers.
Established in 2014 by a transformative gift from MassMutual, the Center for Special Needs seeks to be the nation’s leading voice on financial planning for professionals working with loved ones, guardians, and caregivers of those with special needs. The Center offers information, programs, and education focusing on this underserved but important part of our communities, formed from expert thought leaders in the field and backed by the best-in-class knowledge and know-how of The American College of Financial Services — including the Chartered Special Needs Consultant® (ChSNC®) designation.
About the Chartered Special Needs Consultant® (ChSNC®)
The College’s Chartered Special Needs Consultant® (ChSNC®) Program is the only financial services credential focused solely on the financial planning needs of individuals with special needs, their loved ones, and their caregivers. The ChSNC® equips you with the specialized skills and advanced knowledge to champion all these groups with honesty, ethics, and compassion. The program covers:
- Contemporary issues important to those with special needs and caregivers including financial planning, tax planning, SSI, special needs trusts, federal benefits, and more
- Planning strategies to assure future financial success, including life insurance options and estate planning
- Knowledge to discuss long-term care for those with special needs through management of healthcare planning and Medicaid complexities
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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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