Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA®, CFP®, AEP®, will discuss: Taking a deeper dive in tax free investment vehicles
Questions can be submitted to www.yourfinancialchoices.com before the live show. Recordings of past shows are available to listen to or download at www.yourfinancialchoices.com or www.wdiy.org.
Laurie Siebert, CPA®, AEP®, discussed: What are you missing in your financial planning?
Laurie Siebert, CPA®, AEP®, discussed Tax return questions and observations continued.
Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...
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 Please review Important Disclosure Information set forth in the last section of this web site.