
Risk Management
Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: “Taking care of your loved ones through risk management”

Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: “Taking care of your loved ones through risk management”

Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on...

Laurie Siebert, CPA, CFP®, AEP®, discussed: Age Matters – Why it matters to you.

Laurie Siebert, CPA, CFP®, AEP®, discussed: Wrapping up tax season – what did we...

Laurie Siebert, CPA, CFP®, AEP®, discussed: First quarter market review and Historical Perspective with...