Host, Laurie A. Siebert, CPA, CFP(r), AEP (r) and her guest, Executive VP and COO of Merchants Bank, Tracie Smith discuss Banking Services - Experience the Difference Locally. (Original air-date January 28, 2014).
Host Laurie A. Siebert, CPA, CFP(r), AEP (r) welcomes her guest, attorney Jim Ruggiero, AEP(r). The two discuss life care planning - what it is and how to get started. (Original air date October 30, 2013.)