Planning for a Family Member with Special Needs

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.