Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA®, AEP®, will discuss: Tax planning for periods of transition
Questions can be submitted to www.yourfinancialchoices.com before the live show. Recordings of past shows are available to listen to or download at www.yourfinancialchoices.com or www.wdiy.org.
Tune in on Wednesday, 6 p.m., for a special pre-recorded “Your Financial Choices” show...
Laurie Siebert, CPA, CFP®, AEP®, discussed: Conversations with family about estate planning
Laurie Siebert, CPA, CFP®, AEP®, discussed: Understanding Your Retirement Accounts
Laurie Siebert, CPA, CFP®, AEP®, discussed: Further Considerations in Estate Planning with guest Eric...
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