Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if VNA is engaged, or continues to be engaged, to provide investment advisory services.
We have decided to reinstate mask requirements, as of Monday, August 16. For our safety and yours, please wear a mask over your nose and mouth while visiting our offices. This applies to all individuals regardless of vaccination status.... on
Financial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss estate planning topics including beneficiary and charitable giving elements. WATCH NOW (and stay tuned for PART II next week).
As we are reaching the end of a tumultuous year, I am reflecting on how thankful and proud I am of our VNFA team. Additionally, I am grateful for YOU, our clients, who have been with us every step of the way.