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Estate Planning Benefits of a 529
Learn about the flexibility and powerful wealth transfer benefits of 529 Plans
- Aug-25-2020
- Brochure
- public
Investing Post-Covid-19: Evolution, Revolution and Changing Behaviors
Legg Mason Product Strategy examines trends and opportunities that could emerge for investors in the Post-Covid-19 world.
- May-05-2020
- Whitepaper
- advisor
Legg Mason Separately Managed Accounts Available Within CPWM
Details on product and share class availability of Legg Mason Separately Managed Accounts Within CPWM.
- Aug-04-2020
- Product Availability Guide
- advisor
Investor Guide - ETFs from Legg Mason
View our core and income strategies to address common investor needs such as managing volatility, generating income and growing wealth.
- Jul-24-2020
- Investor Guide
- advisor
- PUB ID: ETFF227608
Investment Idea - Scholars Choice Estate Planning
Give the gift of education while reducing the value of a taxable estate.
- Aug-20-2020
- Investment Idea
- public
- PUB ID: SCHX268178
Your Value Proposition Presentation
Important insight on how emphasizing your value proposition can lead to more informed clients, a greater appreciation for services and an increased share of assets from current and prospective clients.
- Oct-21-2020
- Presentation
- advisor
Biography - Robert Johanson
Professional summary, including details on experience and education.
- Oct-21-2020
- Biography
- public
Legg Mason ESG Framework: Aligning Sustainability Motives with Investment Approaches
Presentation on Legg Mason's ESG culture, approach and solutions
- Jun-17-2020
- Presentation
- advisor
Biography - Bryan Zak
Professional summary, including details on experience and education.
- Oct-21-2020
- Biography
- public
Biography - Jeffrey Layn
Professional summary, including details on experience and education.
- Oct-21-2020
- Biography
- 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.
