
Performing Due Diligence
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) provides insights into performing your own due diligence on financial information, including advisors, tips and spam.

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) provides insights into performing your own due diligence on financial information, including advisors, tips and spam.

Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...

Laurie Siebert, CPA®, AEP®, discussed: Understanding Your Tax Return

Laurie Siebert, CPA®, AEP, discussed: Getting Ready for Tax Preparation.