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Defining Financial Planning & Advisors
Original Air Date: October 07th, 2020

Defining Financial Planning & Advisors

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “What is financial planning and what is a financial advisor?”

Laurie’s takeaways from this episode:
Doing something is better than nothing and starts with a first step. What will be your first step? The sooner you start the more options you will have and your future self will really appreciate the effort you take today. Defining your goals is a great way to start!

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Dec09
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Year-End Tax Planning

Category: Charity, Tax

Laurie welcomes guests from ArtQuest Foundation to discuss Charitable Giving and other last-minute year-end...

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