Laurie Siebert, CPA, CFP®, AEP® and her guest, Thomas M. Riddle, CPA, CFP® – President of Valley National Financial Advisors, discuss lump sum versus annuity options for retirees.
Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY...
Laurie and guest Realtor Carrie Ward, CIPS, TRC, MRP, RENE, to discuss: The State...
Laurie is joined by Valley National Financial Advisors’ Chief Investment Officer, Bill Henderson, to...
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