Tax Exempt Investing

Join us for our next webcast, Tax Exempt Investing, on Tuesday, December 18, 2012, from 4:15 to 5:15 p.m. (ET). This webcast, led by Sandy Motusesky, Director of Investment Solutions for Pershing, will examine the opportunities that investing in municipal bonds can provide for investors, particularly those in higher tax brackets.

The following investment experts will share their insights during this timely discussion as the fiscal cliff approaches:

  • Jim Pass, Portfolio Manager, Guggenheim Investments
  • Daniel Solender, Partner and Director of Municipal Bonds, Lord Abbett
  • Christine Todd, President, Standish Investment Management

Please share this invitation and registration link with colleagues who would also find the presentation useful.

We look forward to your participation on December 18.

Pershing LLC, Bolton Global Capital and its affiliates do not provide investment, tax or legal advice. Information and content presented in this webcast are not intended or construed as an offer, solicitation or a recommendation to purchase any security. The information to be presented is not intended nor written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals are urged to consult with their tax or legal advisors to understand the tax and related consequences of any actions or investments described in this presentation