Special Needs Planning Symposium

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Special Needs Planning Symposium

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A three-day event dedicated to the education of the professionals who plan for persons with disabilities and administer special needs trusts and wish to move to mastery in this profession

10/15/2025

Last Chance for Early Bird Savings

Early Bird pricing for the 10th Annual Special Needs Planning Symposium ends today.

If you’ve been planning to attend, now is the time to register and secure your spot at the premier national event for professionals who plan for and administer Special Needs Trusts.

Register before midnight to lock in Early Bird pricing: https://sntsymposium.com/2026-registration/

10/03/2025

Explore the 2026 Fiduciary Track Pre-Sessions, offering practical, real-world strategies for fiduciaries, attorneys, and trustees.

Early bird discount ends in two weeks! Register today to save: https://sntsymposium.com/2026-registration/

09/16/2025

One Month Left to Save!

Early bird registration for the 10th Annual Special Needs Planning Symposium ends in just one month.

Join us February 5–7, 2026 in Napa, California (or virtually) for three days of cutting-edge education, collaboration, and professional development.

✔️ Earn 20+ CE/CLE credits
✔️ Learn from national experts in special needs law, settlement planning, and fiduciary practice
✔️ Explore timely sessions on public benefits threats, prudent SNT investing, and guiding families through life’s crucial transitions

This milestone year is your opportunity to strengthen your skills, expand your network, and prepare for the future of special needs planning.

🔗 Register today to secure early bird pricing: https://sntsymposium.com/2026-registration/

08/21/2025

We are honored to announce that applications are now being accepted for the Trisha Friedeberg Scholarship and the Will Lindahl Scholarship.

These scholarships make it possible for law students, early-career attorneys, and nonprofit professionals dedicated to disability and special needs advocacy to attend the 10th Annual Special Needs Planning Symposium (Feb 5–7, 2026 in Napa, CA).

Trisha Friedeberg Scholarship – supports law students and emerging attorneys committed to serving individuals with disabilities.
🔗 https://conta.cc/41jWwhr

Will Lindahl Scholarship – supports nonprofit professionals, fiduciaries, and trust officers/administrators making a direct impact in the lives of those with special needs.
🔗 https://conta.cc/4mMqOBu

Both awards cover full symposium registration, hotel accommodations, and travel stipend.

We invite qualified applicants to apply and join us in Napa for this milestone year.

Please help spread the word by sharing this with colleagues, students, and professionals in your network who are shaping the future of special needs planning.

08/12/2025

The 2026 Special Needs Planning Symposium is set.

Join us February 5–7, 2026, in Napa or online for three days of national-level training, collaboration, and over 20 hours of CLE/CE credit. Explore the newly released agenda and see what is in store for this milestone year.

Full Agenda: https://sntsymposium.com/snt-symposium-agenda-2026/

07/24/2025

🎉 Early Bird Registration is NOW OPEN! 🎉

We are proud to announce the 10th Annual Special Needs Planning Symposium — a decade of empowering professionals who support individuals with disabilities through informed planning and compassionate advocacy.

📅 Save the Date: February 5-7, 2026
📍 Location: Napa, CA + Virtual
🔥 Early Bird Pricing Ends: October 15, 2025

Whether you are an attorney, fiduciary, financial advisor, or advocate, this is your chance to learn from national experts, earn 20+ CE/CLE credits, and connect with a vibrant community making a difference.

🔗 Click here to view agenda: https://sntsymposium.com/snt-symposium-agenda-2026/

02/04/2025

🎉 It’s Here!

The Special Needs Planning Symposium starts this Thursday! Whether you’re attending in person or following along virtually, this week is all about advancing knowledge and making an impact. Let’s get started!

01/30/2025

🌟 1 Week Away!

The Special Needs Planning Symposium kicks off next week! Get ready for three days of learning, collaboration, and inspiration. We can’t wait to see you there! 🎉

01/29/2025

We are thrilled to welcome Jeremy L. Lau, CEO of Prudent Investors, to the Special Needs Planning Symposium!

Jeremy is a nationally recognized expert in investment management and financial planning, advising fiduciaries and trust professionals on managing complex assets. With an impressive background that includes senior roles in investment banking in Tokyo and Hong Kong, along with his Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations, Jeremy brings a global perspective and technical expertise to trust administration.

With years of experience guiding fiduciaries and working as a financial expert witness, Jeremy offers unique insights into managing retirement assets within special needs trusts. His session, "Effective Management of Retirement Assets in Special Needs Trusts: Ensuring Compliance and Avoiding Pitfalls," will draw from his expertise to help you address the complexities of tax rules, distribution strategies, and trust compliance.

Check out Jeremy's session ⬇️
https://conta.cc/3XPtnIl

01/28/2025

🌟 Session Spotlight: The Path to a Great Practice and a Great Life: Strategies for Success and Fulfillment

Kick off the symposium with Denise Cullen's inspiring and actionable pre-session designed to help you achieve both professional success and personal fulfillment. Special needs professionals often face demanding workloads, but this session will give you with the tools to build a thriving practice while maintaining a balanced, purpose-driven life.

💡 Key Takeaways:

3 Mindsets for Success: Transform your perspective on work and life with powerful strategies to boost both productivity and satisfaction.

My Great Life: Define your vision of an ideal life, integrating personal happiness with professional aspirations.

Burnout to Breakthrough: Learn how to identify, prevent, and recover from burnout to sustain long-term well-being.

Top 3 Actions to Start Working On: Walk away with clear, actionable steps to begin creating meaningful changes in your life and practice immediately.

This session is perfect for professionals looking to align their careers with their personal values and goals. Start your symposium experience with a roadmap to success, balance, and fulfillment!

More details below ⬇️
https://conta.cc/3XPtnIl

01/23/2025

📢 2 Weeks to Go!

The Special Needs Planning Symposium is almost here! Join us February 6-8 for expert insights, networking, and resources to enhance your practice. Have you registered yet? Don’t miss out! 🌟

01/22/2025

We’re thrilled to feature Ann Koerner, founder of National Care Advisors, at the Special Needs Planning Symposium!

Ann brings over a decade of expertise in helping attorneys, financial planners, and trustees navigate the complexities of care and quality-of-life planning for individuals with disabilities. With a background in nursing and public health, she combines her understanding of healthcare systems, government benefits, and trust management to deliver innovative, practical solutions for families.

Ann will bring her extensive experience in creating and managing special needs plans to her session "Practical Guidance for Professionals: Funding and Testing Third-Party Special Needs Plans." Along with Michele Fuller, the two will address one of the most pressing questions parents face: "Who will care for my child, and how can I ensure they’ll do it well?" They will provide actionable strategies for funding and testing third-party special needs plans while families can still be involved. Drawing from real-world examples, Ann will guide you through funding options, managing parental expectations, and evaluating plans to ensure they meet the beneficiary’s unique needs.

Check out Ann's session ⬇️
https://conta.cc/3XPtnIl

Address

875 Bordeaux Way
Napa, CA
94558

Telephone

+14155939944

Website

https://sntsymposium.com/

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