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What is Financial Planning?

Original Air Date: September 29th, 2021

What is Financial Planning?

Category: Financial Planning

What is financial planning and what might you miss?

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Navigating Life Events

Navigating Life Events

Laurie Siebert, CPA, CFP®, AEP®, discussed: Navigating Life Events

Retirement Accounts and their features

Retirement Accounts and their features

Laurie Siebert, CPA, CFP®, AEP®, discussed: Retirement Accounts and their features.

Navigating taxes with Asset Allocation and Risk Tolerance

Navigating taxes with Asset Allocation and Risk Tolerance

Laurie Siebert, CPA, CFP®, AEP®, discussed: Navigating taxes with Asset Allocation and Risk Tolerance....

Goal Setting

Goal Setting

Laurie Siebert, CPA, CFP®, AEP®, discussed: Goal Setting

Proudly brought to you by: Valley National Financial Advisors

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