
Financial Planning on Vacation
Laurie Siebert, CPA, CFP, AEP discusses financial planning topics that come up on summer vacations.

Laurie Siebert, CPA, CFP, AEP discusses financial planning topics that come up on summer vacations.

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.