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CE CREDIT CENTER
Client Experience
Financial Planning
Concerned clients? Wealth planning for uncertain times
Thursday, May 29, 2025 11:00 AM PT/2:00 PM ET

1 hour CE credit for CFP and CIMA*

Are you letting uncertainty take focus off of long-term planning?


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With markets experiencing unusual turmoil, economic policies in flux, and Washington revisiting the landmark 2017 tax bill, investors may be confused about tax and wealth planning. In this webinar, Capital Group's Leslie Geller and Anne Gifford Ewing discuss the importance of a level-headed approach to tax strategy and wealth planning in uncertain times.


What you'll get:

  • "Tax basics" — simple strategies you can share with clients to manage tax liability
  • Estate planning tactics and strategies that can help manage tax exposure
  • Insight on how to talk with clients about long-term planning during a period of unusual volatility and uncertainty
  • CE credit (1 hour) 

Who can benefit:

  • Advisors who want a better understanding of tax and estate planning strategies that can help their clients
  • Advisors who want to conversational talking points to help reassure clients who are anxious about market and policy uncertainty
  • Advisors who are looking for insights on likely policy changes that will impact their clients

Published on Tuesday, May 06, 2025

Leslie Geller is a senior wealth strategist at Capital Group. She has 18 years of industry experience and has been with Capital Group for six 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.

Anne Gifford Ewing is a senior trust and estate specialist with Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Anne spent more than a decade in private legal practice at Gifford, Dearing & Abernathy, LLP in Los Angeles, during which time she was recognized as Certified Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California.

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Featured Speaker
Leslie Geller
Senior Wealth Strategist
Anne Ewing
Senior Trust and Estate Specialist
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*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit.

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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.
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