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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Tax & Estate Planning
Webinar on demand: Financial planning amid political uncertainty

CE credit: 1 hr., CFP and CIMA

60 MIN WEBINAR

 


REGISTER TO WATCH NOW

Many of us have spent 2020 feeling out of control. But there are specific steps financial professionals can take to help their clients plan for a better 2021. (Hint: One strategy is related to a hit song by the Red Hot Chili Peppers.) 


Capital Group Wealth Strategists Leslie Geller and Jeff Brooks walk financial professionals through the key tax and estate planning opportunities and challenges presented by a pandemic-altered economy and changes in the U.S. political landscape.


What you’ll get:

  • A three-step tax and estate planning checklist
  • Insights into possible changes to tax and estate planning policy coming out of Washington
  • Tips about how to use specific tax and estate planning tools 

Watch on demand for one hour of CE credit for CFP* and CIMA designations.



Leslie Geller is a wealth strategist at Capital Group. She has 13 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. Leslie is based in Los Angeles.

Jeff Brooks is a wealth strategist with 23 years of industry experience. Prior to joining Capital Group in 2018, he worked at UBS Financial Services and Merrill Lynch/Bank of America. Earlier in his career, Jeff practiced probate, trust and estate law. He earned his law degree from the University of Missouri. He is a member of the Missouri Bar.


*CFP credit is available only for U.S.-based webinar registrants.


Watch the replay and view the supporting materials.

Watch the replay and view the 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 Speakers
Leslie Geller
Wealth Strategist
Jeffrey Brooks
Wealth Strategist

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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.

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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.