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Financial Wellness Education Series 

The Atlantic Health System Foundations and OneTeam Financial offer a variety of financial education webinars conducted by industry thought leaders.


A small, blue model house sits on top of several dollar bills near a laptop.
Protecting And Maximizing Your Estate:

Tax Planning in an Uncertain Time

Brad Sprong is KPMG Private Enterprise Tax Industry Leader – Brad’s and his team of more than 1,000 dedicated tax professionals, which includes Family Office, Private Equity & Venture Capital, are very focused on helping private owners, their businesses and their families be successful. With a major focus in the financial services industry (Trust, Banking and Real Estate,) Brad provides insights and advice in areas of governance and structure, generational transition planning and income tax consulting and compliance services for the family, family businesses and family investments.

Event Location, Date & Time

Virtual Event

Register for Thursday, February 9, 2023 at 11:00 am >