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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: Year-end portfolio and tax planning

CE credit: 1 hr., CFP and CIMA

60 MIN WEBINAR

 


REGISTER TO WATCH NOW

Are you ready for 2022?


Get a head start on 2022 with strategic moves to consider now and insights into what’s ahead in the economy and markets. Join our investment and wealth management professionals and get your pens (or keyboards) ready to take notes!


Registration gets you:

  • Investment insights on the U.S. economy and markets
  • How policy and regulatory changes might affect your tax and estate planning — and what actions you can take
  • 1 hour of CE credit for CFP* and CIMA designations

Who can benefit: U.S.-based financial professionals interested in getting a head start on identifying investment and estate planning opportunities for clients as we head into the new year.



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.

Alan Berro is an equity portfolio manager with 35 years of investment experience and has been with Capital since 1990. He holds an MBA from Harvard and a bachelor’s degree in economics from the University of California, Los Angeles. He also holds the certified public accountant and Chartered Financial Analyst® designations and is a member of the Los Angeles Society of Financial Analysts.


*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
Alan Berro
Equity Portfolio Manager

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

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.

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.

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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.