Laurie Siebert, CPA, CFP®, AEP® and her guest Ryan Fields, Esq. from King, Spry, Herman, Freund & Faul discuss:
“Estate Planning Basics (and Beyond).”
(Original air date October 30, 2019)
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Oct. 30 – Estate Planning Basics
October 24, 2019
Laurie Siebert, CPA, CFP®, AEP® and her guest Ryan Fields, Esq. from King, Spry, Herman, Freund & Faul will discuss:
“Estate Planning Basics (and Beyond).”
Laurie and Mr. Fields will take your questions live on the air at 610-758-8810 (Wednesday from 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE
Learn more about Ryan K. Fields at KingSpry.com.
Meet our host at valleynationalgroup.com.
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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DEC. 12 – Special Situations in Estate Planning
December 10, 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.”
Laurie and Attorney Pappas will take your questions live on the air at 610-758-8810 (Wednesday from 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE
Meet Attorney Pappas at vlawvp.com.
Get to know host Laurie Siebert at valleynationalgroup.com.
Estate Planning Essentials
October 17, 2018
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “Essential components of an estate plan.”
(Original air date October 17, 2018)
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Sept. 13 – Trusts for Estate Planning
September 5, 2017
Laurie Siebert, CPA, CFP®, AEP® and her guest Attorney Charles Stopp, from the law firm of Steckel and Stopp, will discuss:
“Using trusts for estate planning”
Laurie and Attorney Stopp will take your questions live on the air at 610-758-8810 (Wednesday from 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE.
Get to know host Laurie Siebert at valleynationalgroup.com.
Meet Attorney Charles Stopp at steckelandstopp.com.
Estate Planning
May 3, 2017
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss:
“Estate planning and when does a POA know to step in?”
(Original air date May 3, 2017)
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May 3 – Estate Planning
April 26, 2017
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, will discuss Estate Planning.
Laurie will take your questions live on the air at 610-758-8810 (Wednesday from 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE.
Meet Attorney Ruggiero at paolilaw.com
Get to know host Laurie Siebert at valleynationalgroup.com
Estate Planning Questions
November 16, 2016
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Who, why, what, when, where and how of estate planning.”
(Original air date November 16, 2016)
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