Laurie Siebert, CPA, CFP®, AEP®, discussed: Lessons learned as a financial advisor
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...
Laurie Siebert, CPA, CFP®, AEP®, discussed: Random Thoughts on Your Financial Choices
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.