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Principles to Maximize Family Wealth
Original Air Date: June 15th, 2016

Principles to Maximize Family Wealth

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest Douglas McCormick, author of Family Inc., will discuss the concepts of the book: “Using Business Principles to Maximize Your Family’s Wealth.”
Get to know host Laurie Siebert at valleynationalgroup.com.
Meet Douglas McCormick, Co-Founder and Managing Partner at HCI Equity Partners – hciequity.com

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Year-End Tax Planning

Category: Charity, Tax

Laurie welcomes guests from ArtQuest Foundation to discuss Charitable Giving and other last-minute year-end...

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