Let’s Talk: End-of-the-Year Tax Strategies

Event Details

A part of our Financial Planning Series presented by the Atlantic Health System Foundations and OneTeam Financial.

Gio Capodanno, VP of Wealth Management and Retirement Income Planning, brings over a decade of experience in the financial planning industry, providing clients with clear, thoughtful guidance on their financial journeys. Learn more about end-of-the-year tax strategies with Gio’s holistic wealth management approach.

Join OneTeam Financial’s Giancarlo Capodanno, CFP and his colleague Gina Ference for this interactive virtual discussion.