Planning Checklist in an Uncertain Political World

Planning Checklist in an Uncertain Political World

Presented by Leslie Geller, Capital Group

Leslie brings awareness and ideas for the most up to date policy, and taxation dynamics that clients and advisors need to consider.

Join Zoom Meeting

https://financialplanningassociation-org.zoom.us/j/94807282464?pwd=OEtXYkFGaGFtTWQ1TzB6Z1M0SjBLdz09

Meeting ID: 948 0728 2464

Passcode: 790900

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Meeting ID: 948 0728 2464

Find your local number: https://financialplanningassociation-org.zoom.us/u/abW7v6CqbY

Wednesday, August 11th, 2021

Location: Via Zoom

1 Hr of CFP CE Credits for FPA/CFA Members

This is a free event. Members, Nonmembers and Guests are welcome

Meeting Time: 9:00 AM - 10:00 AM

(Please note due to scheduling conflicts we needed to move the Zoom call to 9AM from the normal 8AM time.)

RSVP to Gerry Oldenski by Monday,

August 9, 2021 at

gerry@dynasetaz.com

About the Speaker:

Leslie Geller is a wealth strategist at Capital Group. She has 14 years of industry experience and has been with Capital Group for two 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.

2021 Programs - Upcoming Meetings

Mark Your Calendars

Location: TBD

Date: September 8, 2021

Topic: TBD

If you have any ideas for topics or speakers, please contact

Todd French