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Guidance When It Matters Most: Special Needs Financial Planning Virtual Workshop

EDT

Join this event online

Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

When a loved one has special needs, planning is not just about money. It’s about protecting routines, opportunities, and the life you have built together. Changes in health or ability can happen at any time, and when they do, a family’s financial world can shift overnight. Having the right guidance in place can make all the difference.

Join Rise Private Wealth Management for an informative, practical workshop designed for families, caregivers, and loved ones navigating the financial realities of special needs planning.

Presented by Private Wealth Advisor Nathaniel Krakow, BFA™, CRPC™, APMA®, ChSNC®, a Chartered Special Needs Consultant®, this virtual session will cover:

  • Ways to protect benefits while building long-term financial security
  • Planning strategies tailored to caregivers and families
  • Simple steps you can take today to strengthen your long-term plan

This workshop is designed to offer clarity and reassurance. Whether you’re caring for a child, a spouse, a parent, or planning for your own future, specialized financial guidance can help you protect what matters most and move forward with confidence.

To reserve a spot: email us at riseprivatewealthmanagement@ampf.com

This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved. 8874140ACMR0426