Evergreen Wealth Solutions: Plan. Grow. Prosper.

Secure Act 2.0 Presentation

Date: Thursday, May 11, 2023
Time: 12:00pm - 1:00pm
Location: Williamsport Airport - Susan Morris Boardroom
Speaker: Leslie Geller

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Join us on May 11, 2023 at noon for a presentation on Secure Act 2.0 by Leslie Geller at Capital Group (bio below). 

Lunch will be provided and the cost is $15.00 for members and $20.00 for non-members. Don't miss this great learning opportunity!

 

Leslie Geller is a wealth strategist at Capital Group. She has 16 years of industry experience and has been with Capital Group for four 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.

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