Year-End Planning

from Evergreen Exchange · host Evergreen Gavekal

In this episode of Coffee with Evergreen, Partner Jeff Otis interviews Director of Financial Planning, Katie Vercio to discuss the necessary steps for investors to take before year-end. Some topics they cover: Charitable Giving: What is the best way to gift? Retirement Planning: What should clients be considering? Tax Planning: What investors should be doing from a tax perspective. As always, thank you for listening!

Episode metadata supplied by the publisher feed · Published Dec 6, 2022

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Year-End Planning

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