
Financial Planning Stories
Laurie Siebert, CPA, CFP, AEP and guest, Rod Young, CPA/PFS, CFP, share financial planning stories and experiences.
Laurie Siebert, CPA, CFP, AEP and guest, Rod Young, CPA/PFS, CFP, share financial planning stories and experiences.
Laurie discussed: Financial Considerations for Blended Families.
Laurie and special guest Daniel Banks, President of Silver Crest Insurance discussed: Medicare Open...
Laurie and special guest Stan Reinford, Loan Officer at Movement Mortgage, discussed: Mortgage Market...
Laurie discussed how to Make Financial Planning Work for You