
Fiduciary Rules
Laurie Siebert, CPA, CFP®, AEP® and her guest, Kerry Petcher, Editor of Retirement Income Journal, discuss: “Fiduciary rules. Where do we stand?”

Laurie Siebert, CPA, CFP®, AEP® and her guest, Kerry Petcher, Editor of Retirement Income Journal, discuss: “Fiduciary rules. Where do we stand?”

Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...

Laurie Siebert, CPA®, AEP®, discussed: Understanding Your Tax Return

Laurie Siebert, CPA®, AEP, discussed: Getting Ready for Tax Preparation.