
Estate Planning
Laurie A. Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates, discuss “Estate planning in a box – the cautions of using software for your most important documents.”

Laurie A. Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates, discuss “Estate planning in a box – the cautions of using software for your most important documents.”

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

Laurie Siebert, CPA, CFP®, AEP®, discussed: The Complexities of Required Minimum Distributions

Laurie Siebert, CPA, CFP®, AEP®, discussed: Lessons learned as a financial advisor

Guest hosts Bill Henderson, Chief Investment Officer, and Chris Holland, Director of Research and...