Registration
Early Bird Registration Opens in July
Full Conference (Thurs–Sat)
Includes everything: Thursday’s pre-sessions, Friday–Saturday general sessions, all meals and receptions, and access to session recordings on Moving to Mastery.
General Sessions (Fri–Sat)
Includes general sessions on Friday and Saturday, all meals, Friday’s Strolling Dinner, and session recordings on Moving to Mastery. DOES NOT INCLUDE PRE-SESSIONS
Pre-Sessions (Thursday Only)
Access to all 9 pre-sessions on Thursday. Includes both attorney and fiduciary tracks—attend any session you like. Also includes meals, Thursday’s Welcome Cocktail Reception, and access to session recordings on Moving to Mastery for CE credit. DOES NOT INCLUDE FRI. – SAT. GENERAL SESSIONS
Full Guest Ticket
This is a Special Guest/Spouse Registration for individuals NOT attending the sessions. This registration includes access to Thursday’s Welcome Reception, Friday’s Strolling Dinner, and all breakfasts and lunches. This registration does not include attendance at any sessions.
Friday Dinner Ticket
This is a Special Guest/Spouse Registration for individuals NOT attending the sessions. This registration includes access to Friday’s Strolling Dinner ONLY. This registration does not include attendance at any sessions.
Registration Costs for the 2027
Special Needs Planning Symposium
Full Conference Registration (Thursday, Friday & Saturday)
| Date of Registration | General Fee | PFAC Member |
|---|---|---|
| On or before Oct. 15, 2026 | $1,098 | $1,098 |
| After Oct. 15, 2026 | $1,298 | $1,098 |
| After Dec. 4, 2026 | $1,598 | $1,098 |
*Full conference registration includes access to all nine Thursday sessions, all Friday and Saturday sessions, breakfast Thursday, Friday, & Saturday, lunch Thursday and Friday, Thursday night reception, Friday night strolling dinner, all breaks, and two hours of ethics via webinar.
General Session Registration (Friday + Saturday ONLY)
| Date of Registration | General Fee | PFAC Member |
|---|---|---|
| On or before Oct. 15, 2026 | $799 | $799 |
| After Oct. 15, 2026 | $949 | $799 |
| After Dec. 4, 2026 | $1,199 | $749 |
* General registration includes access to all Friday and Saturday sessions, Friday and Saturday breakfasts and Friday lunch, the Thursday evening reception, Friday night strolling dinner, all breaks, and two hours of ethics via webinar.
Pre-Session Fundamentals Registration (Thursday Only)
| Date of Registration | General Fee |
|---|---|
| On or before Oct. 15, 2026 | $319 |
| After Oct. 15, 2026 | $369 |
| After Dec. 4, 2026 | $419 |
*Pre-Session Fundamentals registration includes access to all nine Thursday sessions, Thursday breakfast and lunch, all breaks, and two hours of ethics via webinar.
Guest Only / Meal Only Option Registration
| Type | General Fee |
|---|---|
| Guest / Spouse Meals | $499 |
| Friday Night Strolling Dinner Only | $165 |
*Guest / Spouse meals registration includes access to all five breakfasts and lunches, all breaks, Thursday reception, and Friday night strolling dinner
*Friday night registration includes access to Friday night strolling dinner
Special Discount Eligibility
If you have fewer than five years of professional experience or work for a non-profit organization, you may qualify for a discounted $100 off pricing.
Call (415) 593-9944 and ask Denise to request a special registration code.
Continuing Education Credits (CE/CLE)
All general registration includes complimentary access to two ethics/competency webinars that fulfill California requirements for:
- Attorneys (2 hours legal ethics / competency)
- Private Professional Fiduciaries (2 hours ethics)
If you purchase a full registration, you can access 25 CE/CLE hours between the live Symposium and included webinars.
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