Actionable tax and wealth-building strategies – Capital Group – 6.18.19


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Summary:

Now On Demand.

Many advisors are looking to provide holistic wealth-planning services to their clients. Strategies that address recent changes in tax law and wealth planning considerations across generations can be incredibly effective in building trusting, productive client relationships. Join us for this in-depth discussion that will cover:

  • Actionable strategies for big tax changes

  • Meeting multigenerational client needs

  • A holistic approach to wealth planning

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speaker:
Leslie Geller
Wealth Strategist
Capital Group

Leslie Geller is a wealth strategist at Capital Group. She has 12 years of industry experience and joined Capital Group this year. 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 Clearly 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.

Overview:
Title: Actionable tax and wealth-building strategies
Date: Tuesday, June 18, 2019
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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