Host Laurie Siebert, CPA, CFP, AEP discusses “Taking care of those you love – Estate planning.” This week is WDIY’s pledge drive and next week is Estate Planning Week.
Laurie Siebert, CPA, CFP®, AEP® and her guest Keith Lampman-Perlman, Director of Development at...
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie...
Laurie Siebert, CPA, CFP®, AEP® discussed: Planning for the New Year– what to do...
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