Laurie Siebert, CPA, CFP®, AEP® discusses: “Mid-Year Financial Review.”
(Original air date July 24, 2019)
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2nd Quarter Market Review
July 10, 2019
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)
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Valley National Financial Advisors’ Quarterly Commentary – Q2 2019
Q1 2019 Market Review & VNFA Quarterly Commentary
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Charitable Giving
June 26, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses: “Charitable Giving.”
(Original air date June 26, 2019)
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Community Resources
June 19, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Resources in the community – financial and otherwise.”
(Original air date June 19, 2019)
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Teaching Finances to Our Children
June 12, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses the question:
“What are we teaching our children about finances?”
(Original air date June 12, 2019)
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Social Security
June 5, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Social Security Review”
(Original air date June 5, 2019)
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Elements of Financial Planning
May 29, 2019
Laurie Siebert, CPA, CFP®, AEP® reviews:
“Elements of Financial Planning”
(Original air date May 29, 2019)
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Cash Flow Management
May 22, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses: “Cash Flow Management.”
(Original air date May 22, 2019)
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Planning & Alzheimers Care
May 8, 2019
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss:
“Caring for a loved one – Alzheimers and planning.”
(Original air date May 8, 2019)
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Accessing Retirement Funds
May 1, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Accessing retirement funds – when and how?”
(Original air date May 1, 2019)
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