Events

Achieving Positive Outcomes for Families With Special Needs

Michael Pearce, Attorney at Law - Special Needs Counselors LLP

Westlake, Grahl, and Glover A private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will feature the following topics:

- Key considerations for Special Needs Financial Planning

- Ways to fill in the financial gaps of Special Needs Planning

- Special Needs Planning checklist

- GONE – Go Out Now & Enjoy! Taking your plan for a test drive

To reserve a spot: call us at 916.677.1640 or email us at katy.holdeman@ampf.com

The Compass is a trademark of Ameriprise Financial, Inc. Special Needs Counselors LLP and its representatives are not affiliated with Ameriprise Financial. Westlake, Grahl and Glover is located at 9265 Sierra College Blvd, Granite Bay, CA 95746. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2018 Ameriprise Financial, Inc. , All rights reserved.

2200818ACMR0818

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Achieving Positive Outcomes For Families With Special Needs

Michael Pearce, Attorney at Law - Special Needs Counselors LLP.

Westlake, Grahl, and Glover A private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will feature the following topics:

- Key considerations for Special Needs Financial Planning

- Ways to fill in the financial gaps of Special Needs Planning

- Special Needs Planning checklist

- GONE – Go Out Now & Enjoy! Taking your plan for a test drive

To reserve a spot: call us at 916.677.1640 or email us at katy.holdeman@ampf.com

The Compass is a trademark of Ameriprise Financial, Inc. Special Needs Counselors LLP and its representatives are not affiliated with Ameriprise Financial. Westlake, Grahl and Glover is located at 9265 Sierra College Blvd, Granite Bay, CA 95746. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2018 Ameriprise Financial, Inc. , All rights reserved.

2200818ACMR0818

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Live Conference Call and Q&A Discussion

Chris Shuba, Founder, Helios Quantitative Research - Helios Quantitative Research

Bret Glover, CFP®, CRPC® Private Wealth Advisor

Participants will receive the Forefield Market Summary article “Market Month: August" prior to the Tuesday September 11th Conference Call, which will be the basis of the Q&A.

To reserve a spot: call us at 916.677.1640 or email us at katy.holdeman@ampf.com

Westlake, Grahl, and Glover A private wealth advisory practice of Ameriprise Financial Services, Inc.

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

Helios QuantitativeResearch and its representatives are not affiliated with Ameriprise Financial.

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.

Certified FinancialPlanner Board of Standards Inc. owns the certification marks CFP®, CERTIFIEDFINANCIAL PLANNER™ and federally registered CFP (with flame design) in theU.S., which it awards to individuals who successfully complete CFP Board’sinitial and ongoing certification requirements.

2124245ACMR0518

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