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"
David Baldwin JD, CLU®, ChFC®,CFP®, Director of Advanced Strategies
RiverSource Life Insurance Company
Special Needs Planning & Trusts
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.
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