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College Savings 529 Plans

Original Air Date: June 20th, 2018

College Savings 529 Plans

Category: Financial Planning

Laurie Siebert, CPA, CFP^®, AEP^® discusses: “A fresh look at College savings 529 plans – what’s new?”

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Laurie discusses: Tax Planning Before Year-End

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Laurie discusses: Basic questions when someone dies (understanding what to ask before it happens)

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Laurie welcomes Rob Ziobro, Assistant Vice President of Technology at Valley National Financial Advisors...

Wages & Withholdings

Wages & Withholdings

Category: Employer Benefits

Laurie discusses: Labor – wages, withholdings, and other related items.

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Valley National Financial Advisors

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