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.
Laurie Siebert, CPA, CFP®, AEP®, discussed: Managing Retirement Account Distributions
Laurie Siebert, CPA, CFP®, AEP®, discussed: Everything ROTH – conversions, contributions, backdoor, benefits.
Laurie Siebert, CPA, CFP®, AEP®, discussed: Reviewing the elements of your financial life
Laurie Siebert, CPA, CFP®, AEP®, discussed: Age Matters – Why it matters to you.
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