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Estate Planning & Fiduciary Responsibility

Original Air Date: October 02nd, 2013

Estate Planning & Fiduciary Responsibility

Category: Estate Planning

Laurie Siebert, CPA, CFP, AEP discusses estate planning and fiduciary responsibility.

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Retirement Account Considerations

Retirement Account Considerations

Category: Retirement

Laurie discussed: Retirement Account Considerations.

Pre-Retirement Checklist

Pre-Retirement Checklist

Category: Retirement

Laurie discussed: Pre-Retirement Checklist.

Medicare Advantage Open Enrollment Considerations

Medicare Advantage Open Enrollment Considerations

Category: Medicare

Laurie and her guest Daniel Banks, President at Silver Crest Insurance, Inc discussed: Medicare...

Social Security Benefits and Implications

Social Security Benefits and Implications

Category: Social Security

Laurie discussed: Social Security Benefits and Implications.

Proudly brought to you by: Valley National Financial Advisors

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