Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act 2.0.
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Laurie and her call in guest Bill Henderson, CIO at Valley National Financial Advisors...
Laurie discussed: Scary – not knowing what questions to ask! Let’s help.
Laurie discussed: Age Matters In Your Financial Planning.
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