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 Siebert, CPA, CFP®, AEP®, discussed: Managing Retirement Account Distributions
Laurie Siebert, CPA, CFP®, AEP®, discussed: Everything ROTH – conversions, contributions, backdoor, benefits.
Laurie Siebert, CPA, CFP®, AEP®, discussed: Reviewing the elements of your financial life
Laurie Siebert, CPA, CFP®, AEP®, discussed: Age Matters – Why it matters to you.
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