Show Category: Insurance
Long-Term Care Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “Long-Term Care Planning.” RELATED SHOWS: Tax & Cash Flow in Estate Plans
Disaster Planning
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Disaster Planning”
In-Home Continuing Care
Laurie Siebert, CPA, CFP®, AEP® and her guest Cindy Moser, Membership Coordinator for Pathstones by Phoebe, discuss: “A new option to nursing homes with in-home continuing care”
Elder Care
Guest host, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, and his guest Theresa M. Kuhar, RN, BSN, Managing Director of IKOR Bucks & Lehigh, discuss: “Navigating the Elder Care Maze”
Risk Management
Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: “Taking care of your loved ones through risk management”
Long-Term Care Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Stanley Vasiliadis, discuss: “Long-term care as part of retirement and estate planning”
Financial Planning for Special Needs
Laurie Siebert, CPA, CFP®, AEP® and her guest, Robert Touzeau, CLU, ChSNC, LUTCF, discuss: “Financial planning for special needs families”
Life & Disability Insurance
Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Munoz, CLU®, FLMI – Assistant Vice President of Insurance for Valley National Financial Advisors, discuss life and disability insurance.
Medicare Insurance Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Dan Banks of Silver Crest Insurance discuss “Medicare Insurance Plans and Planning.”
Planning for Incapacity
Host Laurie Siebert, CPA, CFP, AEP, discusses financial planning to protect yourself and your family in the case of an incapacitating injury or event.
