Tax & Estate Planning
Year-end portfolio and tax planning

1 hour CE credit for CFP and CIMA*

60 MIN WEBINAR

 


REGISTER TO WATCH

A portfolio manager and a wealth specialist help investors prepare for the new year, with moves to consider now and insights into what’s ahead.   



Leslie Geller is a senior wealth strategist at Capital Group. She has 17 years of industry experience and has been with Capital Group since 2019. Prior to joining Capital Group, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles. 

Alan Berro is an equity portfolio manager with 38 years of investment experience (as of 12/31/2023) and has been with Capital Group for 33 years. He holds an MBA from Harvard and a bachelor’s degree in economics from the University of California, Los Angeles. He also holds the certified public accountant and Chartered Financial Analyst® designations and is a member of the Los Angeles Society of Financial Analysts.



Watch the replay and access supporting materials

Watch the replay and access supporting materials

You are registered for this webinar. 

You are registered for this event.
Join the webinar up to 15 minutes before the start of the event.


Featured Speaker
Leslie Geller
Senior Wealth Strategist
Alan Berro
Equity Portfolio Manager

*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

The American Funds are intended only for persons eligible to purchase U.S.-registered mutual funds.