skip navigation Joan Siegel, CFP® Certified Financial Planner™/ Tax Preparer HOME ABOUT US RESOURCES CONTACT US VIDEOS These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. WHAT IS INVESTMENT RISK? What Is Investment Risk? How different types of risks can adversely affect your investments Do You Know Who Your Beneficiaries Are? Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. What Would Happen to Your Estate? Estate planning documents can help you manage your estate. What Is An Annuity? Immediate or deferred annuity: there's no right answer. CONTACT US 212-45 26th Avenue Suite 5 Bayside, NY 11360 Phone: 718-423-7020 Fax: 718-423-1574 E-mail address: joan@joandsiegel.com Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com+ Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: We are licensed to sell Insurance Products in CA,CT,FL,IL,MA,MI,NC,NJ,NV,NY,PA,TN,TX,VA. We are registered to sell Securities in CA,CT,FL,IL,MA,MI,NC,NJ,NV,NY,PA,TN,TX,VA. [ Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise | Order Routing Disclosure | www.ceteraadvisornetworks.com ] Site Map Important COVID-19 NY Executive Order