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.

Ask Laurie

Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org