Home / Grants & Legacy Planning
Grants & Legacy Planning
Original Air Date: January 18th, 2017

Grants & Legacy Planning

Category: Charity, Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Erika Riddle Petrozelli, CPA, Director of Donor Services for Lehigh Valley Community Foundation, discuss: “Lehigh Valley Community Foundation 50th anniversary grants and legacy planning”

Sep14
Cybersecurity

Cybersecurity

Laurie welcomes Rob Ziobro, Assistant Vice President of Technology at Valley National Financial Advisors...

Listen