
Financial Planning Favorites
Join host Laurie A. Siebert, CPA, CFP(r) , explores the tax season aftermath and financial planning favorites.

Join host Laurie A. Siebert, CPA, CFP(r) , explores the tax season aftermath and financial planning favorites.

Laurie Siebert, CPA®, AEP®, discussed: What are you missing in your financial planning?

Laurie Siebert, CPA®, AEP®, discussed Tax return questions and observations continued.

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