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This brochure provides comprehensive information on housing options in retirement and insight on the associated financial planning implications.
Offers an innovative look at how to prepare for and conduct more powerful reviews, with special focus on showing progress against client's personal goals.
- PUB ID: TAP2004
A presentation focused on 401(k) plan business. Offers a process for you to follow to maintain and grow your retirement plan client base.
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.