Host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest, Dave Ellowitch, CFP(r) discuss ways to approach retirement planning – what will you be doing and how will you do it?
Laurie Siebert, CPA®, AEP®, discussed: Year-end Financial Planning take-aways.
Laurie Siebert, CPA®, AEP®, discussed: Year end tax considerations and charitable giving.
Laurie Siebert, CPA®, AEP®, discussed: Tax planning for periods of transition
Tune in on Wednesday, 6 p.m., for a special pre-recorded “Your Financial Choices” show...
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