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Planning for the New Year– what to do now

Original Air Date: January 08th, 2025

Planning for the New Year– what to do now

Laurie Siebert, CPA, CFP®, AEP® discussed: Planning for the New Year– what to do now.

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Planning for the New Year– what to do now

Planning for the New Year– what to do now

Laurie Siebert, CPA, CFP®, AEP® discussed: Planning for the New Year– what to do...

Gifting and Sharing Financial Information With Family.

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Laurie discussed: Gifting and sharing financial information with family.

Navigating Life’s Transitions – Family, Job, Retirement, End of life

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Laurie discussed Navigating Life’s Transitions – Family, Job, Retirement, and End of Life.

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