CLIENT ACCOUNTS

Recently Viewed Accounts

You have no recently viewed accounts.

Select your location

Who are you ?

Select another location

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Qui êtes vous ?

Sélectionnez un autre emplacement

Qui êtes vous ?

Sélectionnez un autre emplacement

Wer bist du ?

Wählen Sie einen anderen Ort

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Who are you ?

Select another location

Who are you ?

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

Retirement Planning
Successful retirement planning for today’s modern midlife

CE credit: 1 hr., CFP and CIMA

60 MIN WEBINAR

 


REPLAY AVAILABLE SOON

Do you know how to help create your clients’ best retirement?


Retirement can be an exciting turning point. But only 24% of retirees say they are living the life they expected.


In this hands-on, how-to event, Practice Management Consultant Leah Ryan and Wealth Strategist Leslie Geller will equip you with an intuitive framework for client engagement that will demonstrate your distinctive value as a retirement specialist. They will share proven strategies, as well as pitfalls you should avoid, based on their decades of experience working with both advisors and retirees. 


Register now to learn how you can be more effective in helping clients plan their best retirement while positioning yourself as a critical partner through this next stage of their lives.  


What you’ll get:

  • A four-step retirement planning framework with actionable ideas and an end-to-end client engagement roadmap 
  • Estate and charitable planning tips to support clients’ purpose and legacy goals
  • A retirement planning workbook to elevate your client conversations

Who can benefit: U.S.-based financial professionals interested in enhancing their value as retirement specialists to improve client loyalty and referrals as well as enhance prospecting. 


1Source: EBRI Spending in Retirement Survey, 2021.


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.

Leah Ryan is an Advisor Practice Management Consultant at Capital Group, home of the American Funds. Prior to joining Capital Group last year, she was an external wholesaler responsible for Colorado, New Mexico and Wyoming and was a national speaker for AIG. Before that, she was a public speaker for Jackson National. She has a bachelor’s degree in international business from the University of Georgia, and holds the CRPC designation as well as FINRA Series 7 and 24.



Join our webinar series and never miss an event.

Join our webinar series and never miss an event.

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
Leah Ryan
Advisor Practice Management Consultant

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

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.

American Funds Distributors, Inc., member FINRA.

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.