Laurie and her guest Joe Goldfeder, Certified Financial PlannerTM and Financial Advisor at Valley National Financial Advisors, discussed: Investment options and considerations.
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Laurie Siebert, CPA®, AEP®, discussed: Tax planning for periods of transition
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Laurie Siebert, CPA, CFP®, AEP®, discussed: Conversations with family about estate planning
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