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Financial Annual Review

Original Air Date: July 27th, 2022

Financial Annual Review

Category: Financial Planning

Laurie discusses: An annual review of your financial situation.

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Year-end Financial Planning take-aways

Year-end Financial Planning take-aways

Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on...

Year end tax considerations and charitable giving.

Year end tax considerations and charitable giving.

Laurie Siebert, CPA®, AEP®, discussed: Year end tax considerations and charitable giving.

Tax planning for periods of transition

Tax planning for periods of transition

Laurie Siebert, CPA®, AEP®, discussed: Tax planning for periods of transition

Communities in Action: Bob Price Memorial Turkey Drive with representatives from Provident Bank Foundation, New Bethany, Inc., Lehigh Valley IronPigs and support from Jaindl Farms.

Communities in Action: Bob Price Memorial Turkey Drive with representatives from Provident Bank Foundation, New Bethany, Inc., Lehigh Valley IronPigs and support from Jaindl Farms.

Tune in on Wednesday, 6 p.m., for a special pre-recorded “Your Financial Choices” show...

Proudly brought to you by: Valley National Financial Advisors

Valley National Financial Advisors

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