Coffee with Evergreen: December 22nd

Evergreen Exchange

In this episode of Coffee with Evergreen, Jeff Otis interviews one of Evergreen’s Senior Financial Planners, Katie Vercio, CFP®. They discuss year-end financial planning strategies. Katie emphasizes the three most important things to consider: contributions, distributions, and taxes. They also dive into what gets missed as the year wraps up.

As always, we hope you enjoy the listen!

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