Laurie Siebert, CPA, CFP®, AEP® will discuss:
“Financial planning – What is it and who can help you?”
(Original air date January 23, 2018)
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Life Transitions
January 16, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Transitions – life stages, retirement, death.”
(Original air date January 16, 2019)
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Social Security, Medicare & Working
January 9, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“What to know about Social Security, Medicare and working.”
(Original air date January 9, 2019)
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Milestone Ages
January 2, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Milestone ages – birth to 70 ½ and what that means”
(Original air date January 2, 2019)
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Gifting
December 19, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Gifting – how much, when and how?”
(Original air date December 19, 2018)
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Estate Planning Special Situations
December 12, 2018
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss:
“Special situations in estate planning.”
(Original air date December 12, 2018)
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Year In Review & What’s Ahead
December 5, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses The Year in Review and What’s Ahead with Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors.
(Original air date December 5, 2018)
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Odds & Ends
November 28, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Odds and Ends – Financial planning tidbits.”
(Original air date November 28, 2018)
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Social Security Considerations
November 14, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Social Security Considerations”
(Original air date November 14, 2018)
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Year-End Tax Planning
November 7, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses “Year-end tax planning – what do you need to know and what can you still do?”
(Original air date November 7, 2018)
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