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Happening at Stefans

FPA Symposium 2023

FPA Symposium 2023

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. 

LI Herald Women's Executive Summit

LI Herald Women's Executive Summit

August 7th, 2023 Donna Stefans and the team attended the Women's Executive Summit, an event curated for female leaders & entrepreneurs!

#CONNECT2PEERS Conference

#CONNECT2PEERS Conference

Marilyn and Donna Stefans participated in a video interview with Asset TV at Cetera’s #Connect2Peers conference and discussed working as a multi-generational, mother-daughter team in the financial world. Thanks Cetera, Asset TV and at Jenna Dagenhart for the wonderful experience! 

Premier Business Women Awards 

Premier Business Women Awards 

Our very own Donna Stefans was honored at the 2022 Premier Business Women Awards of Long Island on March 24, 2022!*

*2022 Premier Business Women Award issued by Long Island Herald. Individuals are nominated by peers or themselves in different categories. Honorees are chosen by committee based on their strength and passion to champion and lead both their organization and their community. All 2022 Premier Business Women Award winners will received a membership and induction into the Richner Business Network. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Alzheimer's Walk

Alzheimer's Walk

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