Tax Efficient Investing Workshop

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Tax Efficient Investing Workshop

  1. 1. The McCann Investment Group and Maran Corporate Risk Associates cordially invite you to an informative and timely seminar entitled 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. 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. Folks Vice 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 Cardona Sales 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 40 Bowden Square • Southampton, NY 11968 (631) 283-2800 Seating is limited so please RSVP to Stephanie Zayicek at (631) 723-4151 or by email at stephanie.zayicek@rbc.com by Monday, July 12. 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.

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