SUBMIT QUESTIONS Laurie will answer them on the air during the next broadcast. If you would like to ask your question on air, call during the show Wednesdays from 6-7 p.m. at 610-758-8810.
NEWS & NOTES
Our host, Laurie Siebert, was interviewed for PICPA’s (Pennsylvania Institute of Certified Public Accountants) Beyond the Copy about Using Client Tax Returns for Financial Planning. WATCH THE VIDEO at valleynationalgroup.com/news.
Laurie will not be live on the air on Wednesday, November 25. WDIY will air a pre-recorded programming. Questions submitted online will be addressed during the next live show.
NEWS: “WDIY Receives Approval from FCC to Triple Its Broadcast Power”
Read this and other news at the WDIY website – WDIY.org
Since 1985, Valley National has remained true to its goal of enabling people and organizations to meet their long-term financial goals. Helping our clients achieve their hopes, dreams and aspirations requires a delicate balance between the science of financial planning... (more)
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Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to
another party any transaction or matter addressed herein.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally
registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing
Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC.