
Technology & Investing
Host Laurie A. Siebert, CPA, CFP®, AEP®, and her guest, Matthew Petrozelli, COO and Executive VP of Valley National Financial Advisors discuss “How technology has changed the face of investing.”
Host Laurie A. Siebert, CPA, CFP®, AEP®, and her guest, Matthew Petrozelli, COO and Executive VP of Valley National Financial Advisors discuss “How technology has changed the face of investing.”
Laurie and her guest Daniel Banks, President at Silver Crest Insurance, Inc discussed: Medicare...
Laurie discussed: Social Security Benefits and Implications.