Sunday, April 11, 2021

Top 10 Quick Tips for Your 2020 Taxes

Caroline Wetzel  CFP®, CDFA®, AWMA®, is a vp and personal wealth adviser at Procyon Non-public Wealth Companions.  She has labored in monetary providers since 2001 and commenced specializing in wealth administration for prosperous multi-generational households in 2015.  Caroline earned a B.S. diploma in coverage evaluation and administration at Cornell College and an MBA in finance and superior certification in advertising and marketing from the College of Connecticut Faculty of Enterprise.

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