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 discusses: Basic questions when someone dies (understanding what to ask before it happens)
Laurie welcomes Rob Ziobro, Assistant Vice President of Technology at Valley National Financial Advisors...
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