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, October 28, 2020, 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 

“Planning for a family member with special needs"
Presented by:
David Baldwin JD, CLU®, ChFC®, CFP®, Director of Advanced Strategies
RiverSource Life Insurance Company
&
Special Needs Planning & Trusts
Presented by:
Peter Osman, Partner, Attorney and Counselor at Law
BORAKOVE | OSMAN LLC

Please call:  1-866-501-1506 Conference Code:  155 430 9023
Password: CWAG Cares & Meeting Number: 130 473 2908
Click this live link to login to the WebEx slide presentation.  

Please plan to call the above number to hear the speakers and join the 
WebEx event online to view the slides using the login details. WebEx may 
prompt you to install or activate a plug-in to view the meeting.  Thank you in 
advance for entering your name and email address to attend.


This is an informational seminar. There is no cost or obligation.