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.

September 12, 2024
11am PT | 2pm ET
1 CE Credit
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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 Income
Goldman Sachs Asset Management

Sylvia Yeh

Portfolio Manager and Co-Head of Municipal Fixed Income
Goldman Sachs Asset Management

Todd Rosenbluth

Head of Research
VettaFi

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