
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.

Laurie Siebert, CPA, CFP®, AEP®, discussed: Education Funding continued and the FAFSA

Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on...

Laurie Siebert, CPA, CFP®, AEP®, discussed: Managing Retirement Account Distributions

Laurie Siebert, CPA, CFP®, AEP®, discussed: Everything ROTH – conversions, contributions, backdoor, benefits.