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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 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Tax & Estate Planning
Year-end portfolio and tax planning

CE credit: 1 hr., CFP and CIMA

60 MIN WEBINAR

 


REPLAY AVAILABLE SOON

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 and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles. As of October 2021

Alan N. Berro is an equity portfolio manager at Capital Group. He also serves on the Portfolio Solutions Committee. He has 35 years of investment experience and has been with Capital Group for 30 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. utilities, capital goods and machinery companies. Before joining Capital, he was a portfolio manager and utilities analyst for Fidelity Management and Research Company in Boston. He also worked as an auditor for Price Waterhouse in Los Angeles. He holds an MBA from Harvard Business School and a bachelor’s degree in economics from the University of California, Los Angeles, graduating magna cum laude. He also holds the certified public accountant and Chartered Financial Analyst® designations and is a member of the Los Angeles Society of Financial Analysts. Alan is based in Los Angeles. As of October 2021


*CFP credit is available only for U.S.-based webinar registrants.


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Join the webinar up to 15 minutes before the start of the event.


Featured Speakers
Leslie Geller
VP, Wealth Strategist
Alan Berro
Equity Portfolio Manager

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