Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA, CFP®, AEP®, will discuss: Mid-year tax planning considerations.
Questions can be submitted to yourfinancialchoices.com before the live show. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie...
Laurie Siebert, CPA, CFP®, AEP®, discussed: Retirement Accounts and their features.
Laurie Siebert, CPA, CFP®, AEP®, discussed: Navigating taxes with Asset Allocation and Risk Tolerance....
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