
Social Security and Medicare
Join host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest, Mark Bacak, District Manager of Bethlehem Social Security office as they discuss Social Security and Medicare – awareness and opportunities.

Join host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest, Mark Bacak, District Manager of Bethlehem Social Security office as they discuss Social Security and Medicare – awareness and opportunities.

Laurie Siebert, CPA®, AEP®, discussed: What are you missing in your financial planning?

Laurie Siebert, CPA®, AEP®, discussed Tax return questions and observations continued.

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