Capital Ideas™ 
Investment insights from Capital Group

Tax & Estate Planning
Year-end portfolio and tax planning

1 hour CE credit for CFP and CIMA*

60 MIN WEBINAR

 


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A portfolio manager and a wealth specialist help investors prepare for the new year, with moves to consider now and insights into what’s ahead.   


Date recorded: Thursday, November 18, 2021

Leslie Geller is a senior wealth strategist at Capital Group. She has 15 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. 

Alan Berro is an equity portfolio manager with 38 years of investment experience (as of 12/31/2023) and has been with Capital Group for 33 years. 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.

Learn more about
Tax & Estate Planning
Taxes
U.S. Equities
Portfolio Construction

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Featured Speaker
Leslie Geller
Senior Wealth Strategist
Alan Berro
Equity Portfolio Manager

SUPPORTING MATERIALS

CE credit quiz

Webinar slides (PDF)

Portfolio makeover: 4 ways to find more balance

3 financial planning and tax moves to consider now

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