WEBCASTS
An Active Approach to Munis
Municipal bonds have long been attractive due to their tax-free income generation potential. With an approaching election and possible rate cuts from the Federal Reserve, an active approach to munis may help reduce risk and improve investment results.
Join the experts at Goldman Sachs and explore how municipal bonds could boost your portfolio.
SUMMARY
Topics will include:
- How municipal bonds work and why they offer enormous tax benefits.
- Why an active approach to municipal bonds may improve portfolio outcomes
- An overview of several muni strategies that may help navigate the current environment and generate income.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, and the American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Scott Diamond, CFA
Portfolio Manager and Co-Head of Municipal Fixed IncomeGoldman Sachs Asset Management
Sylvia Yeh
Portfolio Manager and Co-Head of Municipal Fixed IncomeGoldman Sachs Asset Management
Todd Rosenbluth
Head of ResearchVettaFi
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