
Behavioral Finance

Laurie welcomes VNFA’s Ryan Mulhearn, CIMA® to discuss: Defining the CIMA designation and understanding Behavioral Finance.


Laurie welcomes VNFA’s Ryan Mulhearn, CIMA® to discuss: Defining the CIMA designation and understanding Behavioral Finance.

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.