Home / Gifting-Things to Know

Gifting-Things to Know

Original Air Date: December 07th, 2022

Gifting-Things to Know

Laurie discussed Gifting-Things to Know.

Latest Shows

View All Latest Shows

Financial Considerations for Blended Families

Financial Considerations for Blended Families

Category: Financial Planning

Laurie discussed: Financial Considerations for Blended Families.

Medicare Open Enrollment- Continued

Medicare Open Enrollment- Continued

Category: Medicare

Laurie and special guest Daniel Banks, President of Silver Crest Insurance discussed: Medicare Open...

Mortgage Market Update and Stories to Share

Mortgage Market Update and Stories to Share

Laurie and special guest Stan Reinford, Loan Officer at Movement Mortgage, discussed: Mortgage Market...

Make Financial Planning Work for You

Make Financial Planning Work for You

Category: Financial Planning

Laurie discussed how to Make Financial Planning Work for You

Proudly brought to you by: Valley National Financial Advisors

Valley National Financial Advisors

Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org