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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 and her guest, Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
Laurie discussed: Plan While You Can – What is your estate plan?