There is a Special Guest/Spouse Registration available for individuals not attending the sessions. This registration includes access to Thursday’s Welcome Reception, Friday’s Strolling Dinner in Wine Cave, and all breakfasts and lunches. The cost for this registration is $350. This registration does not include attendance at any sessions.

For those persons with less than five years of experience in their professional field, call 415-593-9944 to obtain a special code for a lower price.

All Registered Attendees, receive access to two COMPLIMENTARY WEBINARS to cover California lawyer and private professional fiduciary 2-hour ethics CE/CLE requirement plus bonus 2-hour session so General Session Registration covers 15 total CE/CLE hours.

If you would like to pay by phone, please contact our office at (415) 593-9944

Kosher or Halal:

An additional fee for specialized meals such as kosher or halal will be applied due to the extra expenses involved in sourcing and preparing these specific dietary options. The fee encompasses several factors: Firstly, obtaining the necessary ingredients may be more expensive or harder to find than regular menu items. Secondly, the need to comply with strict guidelines and acquire appropriate certifications, requiring collaboration with certified suppliers and maintaining separation from non-compliant food items. Thirdly, the potential requirement for dedicated equipment or separate cooking facilities to prevent cross-contamination. Lastly, the expertise and training needed for chefs and staff to adhere to religious dietary laws and handle the specialized meals appropriately. It is important to clarify that the extra fee is not intended to discriminate but rather to cover the additional costs and efforts associated with accommodating these meals while upholding the required standards. To inquire about the cost of a specialized meal, please get in touch with Denise Chacon at DChacon@Urbatsch.com.

Suitcasing Policy:

The Special Needs Planning Symposium has a no-tolerance policy regarding “suitcasing,” which describes the practice by non-sponsoring companies or individuals of soliciting sales or sales leads in the hotel, lobbies or representing their services or soliciting seminar participants, including social activities.

Any person violating or suspected of violating this policy may be removed from the conference, prohibited from attending the remainder of the conference and attending future Special Needs Planning Symposium conferences at its staff’s sole discretion. No refunds will be made.