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Woodbury, New York

137 Woodbury Road,

Woodbury, NY 11797

FPA Symposium 2023...Leading The Way!

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October 11th, 2023 we attended the annual FPA Symposium "Long Island FPA… Leading the Way" where Donna Stefans presented on financial planning tips and pitfalls when looking at retirement and long-term needs through the attorney lens. 

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Thank you to the Symposium Co-Chairs, Donna La Scala & Mark Badami, and Chapter Executive Elissa Weick, for the opportunity to discuss this vital topic, and congrats on another symposium in the books!