Disaster Planning

Laurie Siebert, CPA, CFP®, AEP® will discuss:

“Disaster Planning”

(Original air date November 15, 2017)

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Planning for and with Children

Laurie Siebert, CPA, CFP®, AEP® will discuss:

“Planning for and with Children”

(Original air date November 8, 2017)

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Year-End Tax Planning

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Year-End Tax Planning – give yourself some time”

(Original air date November 1, 2017)

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Domestic Relations

Laurie Siebert, CPA, CFP®, AEP® and her guests, Attorneys Constance Nelson and Allen Tullar, discuss:

“Four Hot Topics in Domestic Relations.”

(Original air date October 25, 2017)

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What You Don’t Know

Laurie Siebert, CPA, CFP®, AEP®  discusses:

“You don’t know what you don’t know… a punch list”

(Original air date October 18, 2017)

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The Language of Investments

Laurie Siebert, CPA, CFP®, AEP®  and her guest Timothy G. Roof, CFP® from Valley National Financial Advisors discuss:

“The Language of Investments”

 

 

 

 

 

 

 

Meet Tim Roof at valleynationalgroup.com.

Get to know host Laurie Siebert at valleynationalgroup.com.

(Original air date October 11, 2017)

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Important Ages

Laurie Siebert, CPA, CFP®, AEP®  discusses:

“Important Ages. Are you there yet?”

(Original air date September 27, 2017)

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Fiduciary Roles

Laurie Siebert, CPA, CFP®, AEP®  discusses:

“So many ways to be a fiduciary – what does it mean to you”

(Original air date September 20, 2017)

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Education Tax Benefits

Laurie Siebert, CPA, CFP®, AEP®  discusses:

“What you need to know about education tax benefits”

(Original air date August 30, 2017)

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Show Review

Laurie Siebert, CPA, CFP®, AEP®  discusses:

“Reviewing prior show topics – a summary of important take-aways”

(Original air date August 23, 2017)

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