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!
Want to check another podcast?
Enter the RSS feed of a podcast, and see all of their public statistics.
