Your Financial Choices

Wednesdays, 6:00-7:00pm

Laurie A. Siebert covers a wide range of topics focused on helping the listener make sound choices when it comes to personal finance. She can be heard offering the same parting advice in the final seconds of each program, "Be proactive not reactive." Laurie is a Certified Public Accountant, Certified Financial Planner®, and an Accredited Estate Planner®. She is a Senior Vice President at Valley National Financial Advisors.

Ways to Connect

Guest host Rod Young, CPA, CFP, discusses financial planning concepts applicable to your everyday life in this week's program.    

Using a Trust to Distribute Assets

Jun 18, 2012

Host Laurie A. Siebert, CPA, CFP, AEP and her guest, attorney Eric Strauss of Worth, Magee and Fisher,  discuss why you may want to consider using trusts to transfer assets to your children as opposed to an outright distribution on Wednesday night's  program.  Laurie will also take other financially-related questions on-air or online at  yourfinancialchoices.com.

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