
Getting Your Financial Life Organized
With guest: Regina Leeds and Russell Wild writers of “One Year to an Organized Financial Life”

With guest: Regina Leeds and Russell Wild writers of “One Year to an Organized Financial Life”

Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...

Laurie Siebert, CPA®, AEP®, discussed: Understanding Your Tax Return

Laurie Siebert, CPA®, AEP, discussed: Getting Ready for Tax Preparation.