November 23rd will be a pre-recorded show. Laurie will address questions submitted online during the next live broadcast.
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 discussed Business Structures and Their Consequences.
Laurie and her guest Attorney Pete Iorio from Fitzpatrick Lentz & Bubba discussed Estate...
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors...
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
