
What You Don’t Know
Laurie Siebert, CPA, CFP®, AEP® discusses: “You don’t know what you don’t know… a punch list”
Laurie Siebert, CPA, CFP®, AEP® discusses: “You don’t know what you don’t know… a punch list”
Laurie and her guest Joe Goldfeder, Certified Financial PlannerTM and Financial Advisor at Valley National...
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors...
Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act...