Laurie Siebert, CPA, CFP®, AEP® discusses The Year in Review and What’s Ahead with Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors.
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie...
Laurie Siebert, CPA, CFP®, AEP®, discussed: Further Considerations in Estate Planning with guest Eric...
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie...
Dan Banks, President of Silvercrest Insurance, guest host, discussed: “Understanding Medicare Options”.
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