Laurie will answer them on the air during the next broadcast. If you would like to ask your question on air, call during the show Wednesdays from 6-7 p.m. at 610-758-8810.
RECORDING NOT YET AVAIALABLE Cash flow and what we have learned through COVID? We learned during COVID how much we can do without. People who continued to work were...
RECORDING NOT YET AVAIALABLE Cash flow and what we have learned through COVID? We...
Where are we with tax season and 2021 planning? Updates on the stimulus, tax filing...
Laurie will welcome guest Bill Henderson, Head of Investments at Valley National Financial Advisors,...
Laurie is a Certified Public Accountant, Certified Financial PlannerTM professional, Accredited Estate Planner, Registered Representative, member of both the Financial Planning Association and PICPA, and Senior Vice President of Valley National Financial Advisors. Laurie provides individuals with personal service for their tax and financial planning needs.
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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