Laurie Siebert, CPA, CFP®, AEP® and her guest, Associate Financial Advisor David Givler from Valley National Financial Advisors discuss: “Education Benefits – 529s, AOTC, Savings Bonds, 529 distributions and FASFA, loans”
Laurie Siebert, CPA, CFP®, AEP®, discussed: Labor Day – benefits of working
Laurie Siebert, CPA, CFP®, AEP®, discussed: Healthcare Sharing Plans – what are they?
Laurie Siebert, CPA, CFP®, AEP®, discussed: First half year performance, earnings and market thoughts...
Laurie Siebert, CPA, CFP®, AEP®, will discussed: Tax Planning with the Recent Tax Legislation
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