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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.