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Charitable Giving
Host Laurie A. Siebert, CPA, CFP®, AEP®, discusses charitable giving, including ways to give that make a difference for you and your favorite charity.
Host Laurie A. Siebert, CPA, CFP®, AEP®, discusses charitable giving, including ways to give that make a difference for you and your favorite charity.
Laurie and her guest, Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
Laurie discussed: Plan While You Can – What is your estate plan?