May 18 will be pre-recorded shows. Laurie will return for the next live show on May 25. Questions submitted here will be addressed during the next live broadcast.
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest Mike Ippoliti, CFP(r) discuss strategies available in your retirement planning including cash flow, Social Security, required minimum distributions and income taxes.
Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY...
Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY...
Valley National Financial Advisors’ Chief Investment Officer, William Henderson, joins Laurie to discuss: A...
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