Featuring:
Leslie Geller
Senior Wealth Strategist
Katelyn Wheeler
Senior Trust, Estate and Fiduciary Strategist
Lauren Liebes
Wealth Strategist
1 hour CE credit for CFP and IWI*
How do Trump Accounts fit into your plans for kids and grandkids?
Join us for an exclusive webinar on saving and planning for kids and grandkids. As parents and grandparents live longer and want to help younger generations, “giving while living” has taken on a bigger role in wealth planning. We look at ways parents and grandparents can help children save – whether for college, retirement or to build their own nest egg. We also look at trust and estate strategies.
Event date:July 9, 2026
Leslie Geller is a wealth strategist at Capital Group. She has 19 years of related industry experience and has been with Capital Group for seven years. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high and ultra high net worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Cleary Gottlieb. 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.
Katelyn Wheeler is a senior trust, estate and fiduciary strategist at Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Prior to joining Capital Group, she practiced trust and estate law with firms including Spears & Shelf and Leland, Parachini, Steinberg, Matzger & Melnick. Katelyn has a bachelor’s degree in history from UCLA, a J.D. from the University of California College of the Law, and an LLM in taxation from the University of San Francisco. Katelyn is based in San Francisco.
Lauren C. Liebes is a wealth strategist at Capital Group. She has 18 years of related industry experience and has been with Capital Group for one year. Prior to joining Capital, Lauren worked as a wealth planner at Citi Private Bank. Before that, she worked as an attorney with the Tax and Estate Planning Practice Group at Sheppard Mullin Richter & Hampton LLP. She received an LLM in taxation and certificate in estate planning from Georgetown University Law Center, a juris doctor from Southwestern Law School and a bachelor's degree from Boston University. Lauren is based in Washington, D.C.