VNFA NEWS

Posted on May 19, 2020 by The Weekly Commentary

Our team is presenting two free webinars this month. Both are open the public so please share the links.

THIS WEEK: Thursday, May 21 at 10 a.m.
Options in Financial Planning Strategies Due to COVID-19
(co-hosted with the LV Chamber) REGISTER HERE

Investment outlook – short-term and long-term.
Cash flow considerations for businesses and individuals.
Retirement account changes under CARES Act.
Portfolio rebalancing, distributions, investment strategies.
Ask the Advisors – common client questions.

Presenters:
Laurie A. Siebert, CPA, CFP^®, AEP^®Senior Vice President

Timothy G. Roof, CFP^®Vice President

Connor Darrell, CFAAVP, Head of Investments

NEXT WEEK: Thursday, May 28, 5 p.m.
Tax FAQ with Team VNFA: An update on 2019 filings and 2020 planning. REGISTER HERE

VNFA Remote Processes
IRS Updates
Economic Impact Payments
Business Tax Provisions
2020 CARES Act Planning
Q&A

Presenters:
Elizabeth Wilson, CPA
CFO/Head of Tax Services

Amanda Pugliese, CPA
Senior Tax Manager

Jonathan Ritter, CFP^®, CPA
Financial Planning Associate

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

Our one-stop service model includes: Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services, offered as a Trust Representative Office of National Advisors Trust Company, FSB – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders. Our services are provided by a team of objective professionals and managed by one contact person – your personal financial advisor.

Valley National Financial Advisors is proud home of the Lehigh Valley’s most CFP® – Certified Financial Planner Professionals^TM. Among other honors, Valley National has been voted Best Financial Planner in the Lehigh Valley seven times by the readers of Lehigh Valley Magazine, and ranked among FA Magazine’s Top RIAs and AdvisorOne’s Top Wealth Managers.

For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

Meet Our Team of Experienced, Highly Educated Professionals

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