Upcoming events

Planning for a family member with special needs

  • David Baldwin JD, CLU®, ChFC®, CFP®, Director of Advanced Strategies, RiverSource Life Insurance Company & Presented by: Peter Osman, Partner, Attorney and Counselor at Law BORAKOVE | OSMAN LLC
  • Capital Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC

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

“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: 1-608-663-7526 Meeting number: 130 473 2908

Conference Code: 155 430 9023 Password: CWAGCares

Click this live link to login to the webinar 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.

For more information: call us at 608.663.7526 or email us at Mary.Fortney@ampf.com

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

BORAKOVE | OSMAN LLC and its representatives are not affiliated with Ameriprise Financial.

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial.

Ameriprise Financial and its affiliates do not offer tax or legal advice.

Consumers should consult with their tax advisor or attorney regarding their specific situation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ and CFP (with flame design) in the U.S. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC © 2020 Ameriprise Financial, Inc. All rights reserved. 3251908ACMR0920

2020 SEMINAR SERIES: The 2020 Elections and the Future of American Politics

  • Susan Olson, Vice President-Government Relations - Natixis
  • Capital Wealth Advisory Group a private wealth advisory practice of Ameriprise Financial Services, LLC.
  • Eric Foster, Managing Director, Natixis

This online presentation will focus on: The Democrats and The Republicans, the wild card and the future of the Democrats and Republicans

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Meeting number: 591 661 096 Password: Welcome2

Please plan to call the toll-free number to hear the speaker 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.

For more information: call us at 608.663.7526 or email us at Mary.Fortney@ampf.com

This seminar is sponsored by Natixis.

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

Natixis and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, LLC. All rights reserved.

Navigating your job transition

  • Jennifer Tryzna, JD, CRPC®, APMA® , Financial Advisor - Capital Wealth Advisory Group a private wealth advisory practice of Ameriprise Financial Services, L
  • Capital Wealth Advisory Group a private wealth advisory practice of Ameriprise Financial Services, LLC

Being out of work can be very challenging, both financially and emotionally. Today's session will cover some important things to consider as you navigate through this transition period, including:

  • How to meet your basic expenses and manage debt while in between jobs
  • Understand what health insurance options are available
  • How to handle retirement accounts
For more information: call us at 608.663.7526 or email us at Mary.Fortney@ampf.com
Investment products are not federally or FDIC-insured, 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.

2020 Seminar Series – Social Security – Get What’s Yours

  • Kevin Hansen, Director – Business Development, Retirement Solutions - Principal Funds
  • Capital Wealth Advisory Group a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Tim Duellman, Principal Funds

The presentation will focus on these areas: Social Security essentials, Benefits and options, Strategies to consider

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Meeting number: 590 811 921 Password: Welcome2

Please plan to call the toll-free number to hear the speaker 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.

For more information: call us at 608.663.7526 or email us at Mary.Fortney@ampf.com

This seminar is sponsored by Principal Funds.

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

Principal Funds is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, LLC. All rights reserved.

Past events

2020 SEMINAR SERIES: Why a Roth IRA, Why Now? Valuable tips to help you reach your goals

  • Keith Matthews, Regional Vice President Retirement Plan Consultant | Wealth Management Solutions - Ameriprise Financial, LLC.
  • Capital Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Keith Matthews, Regional Vice President Retirement Plan Consultant | Wealth Management Solutions, Ameriprise Financial

Cut through the clutter and decide if a Roth IRA conversion is right for you. Understand the value of balancing taxable income with tax-free income in retirement. Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls.

Find out which factors to consider before choosing a Roth conversion. Join us to see if this strategy can work for you!

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 599 903 621 Password: Welcome2

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

Investment products are not federally or FDIC-insured, 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.

Ameriprise Financial, LLC. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event,such as death, disability or purchase of a first home.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, LLC. All rights reserved.