We Provide Expertise to Help
Preparing Professionals for Special Needs Planning
The Chartered Special Needs Consultant® (ChSNC®) Program is designed for experienced financial advisors who want to make a real difference in the lives of people with disabilities and their families.

Special Needs Planning On-Demand
Register Now for the Virtual Symposium!
The Virtual Advanced Special Needs Planning Symposium offers two days of special needs planning insights. Join us Tuesday, October 14, 2025 at 1:00 p.m. ET for day one with a discussion of the core concepts every special needs planner needs to know!
