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CE CREDIT CENTER
Client Experience
Insights on Investors
Dealing with today's risks: Portfolio and wealth planning checkup
Thursday, July 17, 2025 11:00 AM PT/2:00 PM ET

1 hour CE credit for CFP and CIMA*

Do you know what risks you own in client portfolios?


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Wondering how to calm anxious clients who are concerned about market volatility and policy uncertainty? Curious about potentially unintended risks Capital Group has spotted in advisor portfolios? Looking for tactics to help clients plan their futures and manage tax exposure?  Join Capital Group's wealth planning and portfolio checkup webinar on July 17.


What you'll get:

  • Insight into average holdings in 1,400 advisor portfolios
  • Key trends in advisor portfolios, including potentially hidden or unintended risks
  • Insight into how to talk with anxious clients about keeping focused on long-term objectives during an uncertain time
  • Discussion of tactics to manage tax exposure, charitable giving, portfolio diversification and other key wealth planning issues
  • CE credit (1 hour)

Who can benefit:

  • Advisors who are interested in portfolio construction trends among their peers
  • Advisors who want better strategies for talking to anxious clients about volatile markets
  • Advisors who are looking for insightful wealth planning and tax management strategies

Published on Friday, June 27, 2025

Leslie Geller is a senior wealth strategist at Capital Group. She has 18 years of industry experience and has been with Capital Group for six years. 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.

Ed Gonzalez is a portfolio specialist at Capital Group Private Client Services, acting as a liaison between the portfolio managers and Private Wealth Advisors within the firm. He has 15 years of investment experience. Prior to joining Capital Group in 2019, Ed was a senior vice president and senior investment strategist at Wells Fargo Private Bank; before that he was an infantry officer in the United States Marine Corps. Ed earned an MBA from UCLA’s Anderson School of Management and holds the Chartered Financial Analyst® designation. He is based in Los Angeles. 

Jan Gundersen is a senior investment director on Capital Group’s Portfolio Solutions & Services team. He has 26 years of investment industry experience (as of 12/31/24). He holds a bachelor’s degree in geology from Colgate University and a master's degree in oceanography from Texas A&M University.

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Insights on Investors

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Featured Speakers
Leslie Geller
Senior Wealth Strategist
Ed Gonzalez
Portfolio Specialist, Capital Group Private Client Services
Jan Gundersen
Senior Investment Director
PracticeLab® webinars explore series

*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.

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