Join us for part two of a four part webinar series for newcomers navigating their communities in the Lehigh Valley. 

Are you looking to take control of your financial future? Join us for an informative webinar designed to help residents navigate the path to financial wellness.

This session will feature experienced financial managers and wealth advisors from the Lehigh Valley who will share actionable insights and strategies for:

• Building a solid investment portfolio
• Financial planning for long-term goals
• Preparing for retirement
• Saving for education

Panelists:

• Moderator: Katelyn Mack, President of LINC
• Laurie Siebert, CPA, CFP®, AEP®,  Senior Vice President, Valley National Financial Advisors
• Elise Hill, Vice President, PNC Private Bank

While meeting new people and making connections is always encouraged, please note that LINC has a No Solicitation Policy.

By signing up for this event, you’re giving us the okay to share your contact information with our event panelists. They’re excited to connect with you and share resources with you! Please email info@linc-lv.com to opt out of this communication. 

Disclosures: Laurie Siebert is employed by Valley National Group the Valley National Financial Advisors Group of companies.

1. Investments are offered through Valley National Investments, Inc. Member FINRA, SIPC 2. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication is not intended to or to be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any transaction or matter addressed herein. 3. This presentation is for educational purposes only. For advice specific to your own situation, we recommend that you consult your CPA, CFP® or attorney.