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.
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.