Featuring:
Chris Jenkins
Business Development Manager
Leslie Geller
Senior Wealth Strategist
Lauren Liebes
Wealth Strategist
1 hour CE credit for CFP and IWI*
Do you know how the latest tax changes may impact your clients?
Join us for an exclusive webinar where we discuss the latest changes to tax and regulatory policies out of Washington and share actionable insights for smart tax planning now and in the future. Our panel of wealth specialists will explore changes with OBBBA and talk about new tax tactics for advisors that may impact your clients.
Discover what top advisors are talking about now, from tax efficient investing to business planning ideas that your accountant might miss. Explore state tax issues and planning opportunities as well as trust planning options for the year ahead.
Event date:March 12, 2026
Chris Jenkins is a private wealth business development manager at Capital Group Private Client Services, part of Capital Group. He has 33 years of investment industry experience and has been with Capital Group for 18 years. Prior to joining Capital, Chris was a vice president at Franklin Templeton Investments. He holds a bachelor’s degree in finance from the University of Memphis. He also holds the Certified Investment Management Analyst®, Certified Private Wealth Advisor® and Certified Exit Planning Advisor designations. Chris is a member of the Financial Planning Association, and is a member of the Investments & Wealth Institute, where he serves on the editorial advisory board. Chris is based in Franklin, Tennessee.
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.
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.