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Woodbury, New York

137 Woodbury Road,

Woodbury, NY 11797

Upcoming Events

WEBINAR - Invesment Outlook & Secure Act 2.0 Overview 

WEBINAR - Invesment Outlook & Secure Act 2.0 Overview 

Join us to gain insights on today's most critical economic and investment topics and learn valuable updates on the Secure Act 2.0 and how to prepare for your financial future!

Date: Wednesday, November 15, 2023

Time: 12:00 PM - 1:00 PM

Hosted by: Wealth Advisory Associates, Donna M. Stefans, Esq., AIF, Marilyn C. Stefans, EA, CFP 

Presented by: Brad Pineault, CFA, Capital Market Strategist and Andy Vermilye, VP of Public Policy at Fidelity Investments 


Past Events

WEBINAR- Empower Women & Wealth: Building Financial Security

WEBINAR- Empower Women & Wealth: Building Financial Security

Date: Thursday, November 9, 2023

Time: 12:00 PM - 1:00 PM


Donna Stefans discussed invaluable insights and strategies to empower women to achieve financial security and independence.