
Estate Planning
Laurie A. Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates, discuss “Estate planning in a box – the cautions of using software for your most important documents.”
Laurie A. Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates, discuss “Estate planning in a box – the cautions of using software for your most important documents.”
Laurie and her guest Joe Goldfeder, Certified Financial PlannerTM and Financial Advisor at Valley National...
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors...
Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act...