Host Laurie A. Siebert, CPA, CFP(r), AEP(r) reviews the financial topics most relevant to listeners that were covered in recent months and recaps the best “take- a-ways” in her Topic Roundup.
Laurie Siebert, CPA, CFP®, AEP®, discussed: Further Considerations in Estate Planning with guest Eric...
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie...
Dan Banks, President of Silvercrest Insurance, guest host, discussed: “Understanding Medicare Options”.
Laurie Siebert, CPA, CFP®, AEP®, discussed: “End of year market observations” will Bill Henderson,...
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