Laurie Siebert, CPA, CFP®, AEP® wraps up her Estate Planning Month series with a discussion about “Bringing the Estate Plan Together.”
Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1 FM. Laurie will...
Balancing Lifestyle Decisions with Financial Decisions
Laurie discussed: Required Minimum Distributions and Update.
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