Fee Advisory Presents:

    September 17, 2020
    10:00 AM - 11:30 AM
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    Zoom Call


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    Fee Advisory Presents:

    Has COVID-19 Affected How You Think About Your Own Succession PLan?

    Sponsored by:

    Join Jeff Brooks, a wealth strategist at Capital Group|American Funds and former practicing tax and estate planning attorney, as he’ll open our discussion on the topic of succession planning and the business of selling a business.  We’ll also have a preview of Capital Group|American Funds’ RIA Insider SM. RIA Insider SM is an online community for RIAs, where we’ve curated our High-Net-Worth client facing content, provided access for RIAs to strategic planning & valuation software, white-label marketing tools, market and economic updates, CE credits, and more…

    Complimentary Attendance

    Presented By:

     

    Jeffrey R. Brooks is a wealth strategist at Capital Group, home of American Funds.  He has 22 years of industry experience and joined Capital Group in 2018.  Prior to joining Capital, Jeff worked in the role of senior wealth strategist at UBS Financial Services and before that in a similar role at Merrill Lynch/Bank of America.  Earlier in his career, Jeff practiced law exclusively in the areas of probate, trust and estate administration and worked for a Probate Court.  He holds a juris doctor degree from the University of Missouri and is a member of the Missouri Bar.

     

     


    Alex Diorio is an intermediary relationship manager at Capital Group, home of American Funds. He has 10 years of industry experience and has been with Capital for one year. Prior to joining Capital, Alex worked as a client advisor at J.P. Morgan Asset Management. Before that, he was a foreign exchange analyst at Bank of America. He holds a bachelor's degree in finance from Villanova University in Philadelphia.

     

     

    Zoom link to join the call will be sent to registrants prior to the Meeting.