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:
<ul>
 <li>Charitable Giving: What is the best way to gift?</li>
 <li>Retirement Planning: What should clients be considering?</li>
 <li>Tax Planning: What investors should be doing from a tax perspective.</li>
</ul>
As always, thank you for listening!

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!

Year-End Planning

The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management.

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Year-End Planning

Year-End Planning