The Tax-Aware Advisor’s 2026 Playbook

As tax-planning complexities mount—from changes driven by the One Big Beautiful Bill Act to the uncertainty of higher taxes ahead—your clients need proactive strategies that deliver results.

Join Franklin Templeton for an interactive discussion on three critical tax-aware investing strategies:

Year-round tax planning: Discover actionable strategies to help clients maximize deductions, leverage current lower tax brackets and transfer wealth efficiently.
Municipal bond opportunities: Tap into Franklin Templeton’s nearly 50 years of expertise as one of the largest municipal bond managers to uncover tax-advantaged opportunities.
Unlock opportunity with direct indexing: Personalize portfolios to each client’s unique preferences while targeting improved after-tax outcomes with Canvas® direct indexing.
This session empowers you with a playbook of simple, immediately actionable strategies that can help your clients keep more of what they earn in 2026 and beyond.