Laurie A. Siebert, CPA, CFP®, AEP® and her guests, Dawn Fernandez and Omar Zucco, representing the Lehigh Valley American Heart Association’s Go Red for Women initiative to raise awareness of heart disease and stroke in women.
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.
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 Please review Important Disclosure Information set forth in the last section of this web site.