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Year In Review & What’s Ahead
Laurie Siebert, CPA, CFP®, AEP® discusses The Year in Review and What’s Ahead with Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors.
Laurie Siebert, CPA, CFP®, AEP® discusses The Year in Review and What’s Ahead with Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors.
Laurie and her guest, Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
Laurie discussed: Plan While You Can – What is your estate plan?