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Biography- Stephen Jobe
Professional summary, including details on experience and education.
- Jan-31-2019
- Biography
- public
Scholars Choice 529 Corporate Employer Sponsored Letter
A Legg Mason 529 Corporate Employer Letter, to help financial advisors prospect with firms on setting Legg Mason's 529, Scholars Choice as a Employer Sponsored 529 plan.
- Dec-28-2018
- Investment Idea
- public
Update on Colorado State Tax for K-12
Update summarizing the latest information regarding withdrawals for k-12 expenses in the state of Colorado.
- Oct-31-2018
- Letters & Notices
- public
Scholars Choice Best Wishes Gift Certificate
Present this "Best Wishes" gift certificate reflecting a contribution made on the recipient's behalf to a Scholars Choice Account.
- Dec-07-2018
- Investment Idea
- public
How to Pay for College Seminar Invitation
Seminar Invitation Template
- Apr-02-2019
- Investment Idea
- public
How to Pay for College client seminar
Differentiates between myths and facts of financial aid and who is eligible. Explains the options of saving for college and the benefits of investing in a 529 plan.
- Apr-02-2019
- Presentation
- public
Scholars Choice State Tax Map
A guide to understanding 529 state tax deductions.
- Feb-13-2019
- Brochure
- public
- PUB ID: SCHX010070
Scholars Choice Product Overview Brochure
A brochure outlining the benefits of investing early in Scholars Choice 529 College Savings Program. Includes Investment Choices based on fund portfolios.
- Aug-23-2019
- Brochure
- public
- PUB ID: SCH50NBP
Quarterly Performance Summary - Scholars Choice
Detailed product information, including key portfolio and performance statistics.
- Aug-23-2019
- Performance Summary
- public
- PUB ID: SCH0062
Education Savings Vehicle Comparison Chart
A brochure that compares different education savings vehicles .
- Aug-23-2019
- Brochure
- public
IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.
Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.
FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.
