Registration for the 2025 Napa Special Needs Symposium is now open!

Ninth Annual

Special Needs Planning Symposium

February 6 - 8, 2025

Meritage Resort and Spa

Napa, California

20+ Hours of CLE/CE

Attend in Person or Virtually

Registration is Now Open!

Want to attend the premier event for special needs planners?

Secure your spot today!

Register before December 5 and save with early bird!

EARLY BIRD

$749

Get Your Ticket

REGULAR PRICE

$1,149

Starting Dec. 5

Some Agenda Highlights

Designed for both new and seasoned professionals, our agenda includes foundational pre-sessions and advanced topics like OBRA 93 trusts, retirement assets, compassion fatigue, and more.

FEB. 6 I DAY 1

Ensuring Compliance: SNT Distributions under McGee Case and the SSA’s POMS

KEVIN URBATSCH & HEATHER FISHER

FEB. 7 I DAY 2

Effective Management of Retirement Assets in Special Needs Trusts: Ensuring Compliance and Avoiding Pitfalls

JIM CUNNINGHAM, JEREMY LAU & MICHELE FULLER

FEB. 8 I DAY 3

Amazing Grace: Winning the Battle Over Compassion Fatigue

HON. MARY T. HOUSE & MEREDITH TAYLOR

View 2025 Agenda

Three days, 20+ CE/CLE Hours,

Incredible Content, Amazing Food, Unmatched Experience

Agenda

Explore the 2025 agenda designed to further your knowledge and practice.

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Venue

Book your stay at the luxurious

Meritage Resort & Spa

before availability runs out.

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Speakers

Meet the nationally-renowned experts speaking at the 2025 Symposium.

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"Might have been the best, most inspiring CEU

educational session I’ve ever attended."

Our Top 2025 Sponsors

Diamond Sponsor

Platinum Sponsor

Lanyard Sponsor

Online Streaming/App

PowerPoint Sponsor

Keycard Sponsor

Support the Symposium

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Build brand new relationships, meet the leaders in this industry, meet others with complimentary services, and build your brand as a leader in the special needs planning community.

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