Special Needs Planning Network – Professional Roundtable & Virtual Meet and Greet

Join fellow professionals in the Special Needs Planning community for a collaborative roundtable designed to foster connection, share expertise, and strengthen our collective impact. This session will provide an opportunity to exchange ideas, learn from one another, and help shape the direction of our network for the year ahead.

 Discussion Objectives:Community Building: Get to know other professionals specializing in special needs planning.

 Knowledge Exchange: Identify key topics and areas of interest members would like to learn more about or share expertise in.

 Expertise Mapping: Highlight the specific areas where members excel to encourage collaboration and peer learning.Member Value: Gather feedback on what would provide the greatest value to participants throughout the year.

 Program Overview: Present the upcoming speaker schedule every othe month starting March, on the 3rd Tuesday at 10am Arizona time so no daylight savings change. 

Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0