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Multi-Generation Financial Planning

Original Air Date: January 22nd, 2014

Multi-Generation Financial Planning

Category: Financial Planning

Host, Laurie A. Siebert, CPA, CFP, AEP and her guest, Financial Advisor Matthew Petrozelli discuss Multi-Generation Financial Planning.

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Laurie discusses: Tax Planning Before Year-End

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Questions to Know When Someone Dies

Category: Estate Planning

Laurie discusses: Basic questions when someone dies (understanding what to ask before it happens)

Cybersecurity

Cybersecurity

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

Wages & Withholdings

Wages & Withholdings

Category: Employer Benefits

Laurie discusses: Labor – wages, withholdings, and other related items.

Proudly brought to you by: Valley National Financial Advisors

Valley National Financial Advisors

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