tax efficient investing workshop
TRANSCRIPT
RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.
Securities offered through RBC Wealth Management. RBC Wealth Management is not affiliated with Franklin Templeton Investments or Maran Corporate Risk Associates.
© 2010 RBC Wealth Management, a division of RBC Capital Markets Corporation, Member NYSE/FINRA/SIPC. All rights reserved.
The McCann Investment Group and Maran Corporate Risk Associates cordially invite you to an informative and timely seminar entitled
Presenters:
David McCann, AWM and Dennis E. McCann First Vice President – Financial Consultant Senior Financial Associate – RBC Wealth Management Senior Vice President
Preparing for a New Tax Environment — Tax efficient investing
Kevin H. FolksVice President — Franklin Templeton Investments
What is the outlook for municipal bonds?n Benefits of Muni Bonds
n Are Muni Bonds still safe?
n Which is better NY or National Muni Bonds
Anthony CardonaSales Executive, Maran Corporate Risk Associates
n How you can create a tax efficient cash flow through out your retirement
n Learn about tax efficient savings strategies that will protect you if you live, die, or become disabled
n Tax benefits of insurance
Date: Thursday, July 15th, 2010
Time: 6:00 p.m.
Complimentary Beer, Wine, and Appetizers
Location: Southampton Publick House 40BowdenSquare•Southampton,NY11968
(631)283-2800
SeatingislimitedsopleaseRSVPtoStephanieZayicekat(631)723-4151or
by email at [email protected] by Monday, July 12.
The Federal Deficit is Soaring and Washington is Preparing to Raise Taxes! Learn 4 Ways to Avoid Giving Cash to Uncle Sam at our Tax Efficiency Workshop.