Women in Business

Laurie Siebert, CPA, CFP®, AEP® welcomes Members of the Chamber of Commerce Women’s Business Council, Darlene Pors and Carla Hickey to discusses:

“Women in Business – local opportunities and events”

(Original air date September 18, 2019)

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Early Year-End Tax Planning

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

“Year-end tax planning, before year end.”

(Original air date September 11, 2019)

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Work-Related Finances

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

“Labor – employment benefits, open enrollment, tax implications.”

(Original air date September 4, 2019)

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Tax Implications of Investment Decisions

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

“Financial Decisions – understanding the tax implications of your investments decisions.”

(Original air date August 28, 2019)

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Market Volatility

Laurie Siebert, CPA, CFP®, AEP® and her guest Tim Roof, CFP® Vice President at Valley National Financial Advisors discuss:

“Volatility and the markets.”

(Original air date August 21, 2019)

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Retirement Options

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

“Retirement options, including pensions and lump sum payouts.”

(Original air date August 14, 2019)

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Mid-Year Financial Review

Laurie Siebert, CPA, CFP®, AEP® discusses: “Mid-Year Financial Review.”

(Original air date July 24, 2019)

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2nd Quarter Market Review

Laurie Siebert, CPA, CFP®, AEP® is joined by  Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors to discuss:

“2nd Quarter Market Review”

(Original air date July 10, 2019)

RELATED CONTENT
Valley National Financial Advisors’ Quarterly Commentary – Q2 2019

Q1 2019 Market Review & VNFA Quarterly Commentary

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Charitable Giving

Laurie Siebert, CPA, CFP®, AEP® discusses: “Charitable Giving.”

(Original air date June 26, 2019)

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Community Resources

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

“Resources in the community – financial and otherwise.”

(Original air date June 19, 2019)

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