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 Siebert, CPA®, AEP®, discussed Tax return questions and observations continued.
Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...
Laurie Siebert, CPA®, AEP®, discussed: Understanding Your Tax Return
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