Planning for a family member with special needs
You are invited to attend a complimentary online webinar event
Wednesday, April 21st, 2021, 6 pm – 7 pm Central Time
Join us to learn about • Some of the types of government assistance
that may be available to an individual with special needs • Tools such as
tax-advantaged savings accounts and specialized trusts that may help with
special needs planning • The role that insurance can play in providing
additional protection for the family • Options to help you manage assets
for continued financial support after the parents or guardian is gone
Hosted by: Capital Wealth Advisory Group
A private wealth advisory practice of Ameriprise Financial Services, LLC
Special Needs Planning & Trusts
Presented by:
Peter Osman, Partner, Attorney and Counselor at Law
BORAKOVE | OSMAN LLC
To join on your computer or mobile application:
Click this live link for the Microsoft Teams slide presentation.
Please plan to join by computer or mobile application to hear the speakers
and join the event online to view the slides. To RSVP, or if you have any questions, please contact
Mary Jo Fortney at 608.663.7526 or email Mary.Fortney@ampf.com.
This is an informational seminar. There is no cost or obligation.