Hosted by: Capital Wealth Advisory Group
A private wealth advisory practice of Ameriprise Financial Services, LLC
During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio. We’ll address
- Municipal (muni) bonds
- Why you may consider investing in a tax-free income fund
Presented by
Tom Antonovich, VP, Senior Advisor Consultant, Franklin Templeton
and
Tim Nichols, VP, Senior Advisor Consultant, Franklin Templeton
Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 643 6401#
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Password: Seminar1!
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This is an informational seminar. There is no cost or obligation.
Franklin Templeton and its representatives are not affiliated with Ameriprise Financial.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investors should consider the investment objectives, risks, charges and expenses of mutual funds carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.
Income from tax-exempt municipal bonds or municipal bond funds may be subject to state and local taxes, and a portion of income may be subject to the federal and/or state alternative minimum tax for certain investors. Federal and state income tax rules will apply to any capital gains.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved. 5354638ACMR0123
Date and Time
Thursday Aug 17, 2023
12:00 PM - 12:45 PM CDT
