Our Senior Vice President Laurie Siebert, CPA, CFP®, AEP® will present on a panel about financial literacy at the Lehigh Valley Women’s Summit on June 5 at Cedar Crest College. READ MORE about the session and the full-day conference at lehighvalleywomen.com
In observance of Memorial Day, our offices will be closed on Monday, May 27. All of us at Valley National wish you a safe weekend as we pause to remember those who have made the ultimate sacrifice for our freedom.
Congratulations to our Junior Accountant Brinda Vyas for completing the ArtsQuests Volunteer Ambassador training.
Ambassadors are experts on the organization and use their knowledge and skills to represent ArtsQuest and their fellow volunteers as well as dedicate time to the mission and values of the organization. After applicants are accepted into the training program, they participate in a seven-week course to learn about all aspects of ArtsQuest and its involvement with the community of Bethlehem.
Brinda, who has worked at Valley National since 2015, considers volunteering a priority. “Music has been a great influence in my life,” she said. “ArtsQuest brought together my passion for music and the opportunity to give back and share that with others in my community.”
VNFA In the Community…
Last week our team revealed our completed Volunteer Challenge project to the surprised teaching staff at Paxinosa Elementary in Easton. The “Just Press Pause” room is a space for these professionals working in the designated Trauma Sensitive School to recharge, reset and reduce stress. See the before and after video narrated by Paxinosa’s Principal Jones.
WATCH NOW
Voting for the Volunteer Challenge is now open! All of the Challenge projects will be featured and shared with the public at an event on May 8 at Steelstacks. READ MORE and access the voting link at volunteerlv.org.
Today we revealed our Just Press Pause room to the teaching staff at Paxinosa Elementary. The renovation was our VNFA team’s Volunteer Challenge project.
The school provided a classroom that remained under lock and key to maintain the gift as a surprise to teachers. Over about 10 weeks, our volunteers created plans, purchased items and visited the school to install everything. Thank you to Mission Plant Company for partnering with us to create the beautiful plantscape in the room, and a very special thank you to our Communities in Schools dynamic duo (Jeanine and Zenaida) and, of course, Principal Jones.
The Volunteer Challenge is an event for the Volunteer Center of the Lehigh Valley that connects the nonprofit and business communities through partnership on a special project. Each “team” is entered into a competition in the category of small, medium or large companies in which the public votes for the best project in each group. The paid votes serve as a fundraiser for the Volunteer Center. The competition culminates in an event where teams showcase their project story with their nonprofit partners. The event is open to the public and tickets can be purchased online at volunteerlv.org. Celebrating its 10th year, the Volunteer Challenge has impacted 93 community organizations with more than 150 projects completed by 64 Lehigh Valley companies.
Valley National’s team has competed for the past four years, completing projects for Third Street Alliance for Women & Children, Cancer Support Community of the Lehigh Valley, Second Harvest Food Bank, and now Paxinosa Elementary.
Voting opens tomorrow for the projects – VNFA is listed among the “medium” companies. Votes are $5 each and all proceeds go to funding Volunteer Center projects. Visit volunteerlv.org to vote and for more details.
Our offices will be open at 9 a.m. today – Tuesday, April 16, and during normal business hours Wednesday through Friday this week. Tax season Saturday hours are on longer in effect, so weekend visits are by appointment only.
April 2019 – Valley National Financial Advisors welcomes Vance Szabo to the full-time position of Operations Associate, managing wealth management fee billing as part of the back-office operations team based in Bethlehem.
Happy Anniversary WDIY!
WDIY celebrated 24 years
on the air with the volunteers, staff, community and listener supporters at the
Ice House in Bethlehem. Valley National Financial Advisors is proud to support Lehigh
Valley public radio, and to bring listeners “Your Financial Choices” on WDIY, Wednesdays
from 6-7p.m. with Laurie Siebert.
APRIL 15th APPROACHES!
Hard to believe there are less than eight weeks remaining before the IRS deadline for personal income taxes.
Our team is hard at work preparing tax returns for our clients and their families as part of our one-stop planning relationships. Although you may still be waiting for one or two forms, it is helpful to submit the bulk of your 2018 tax documents and details to your preparer soon so he/she can get started on data input and analysis. If you have any questions for us, you can e-mail tax@valleynationalgroup.com or complete our Tax Inquiry Form on the Tax Services page of our website. Or you can always just give your service team a call!
In addition to our digital forms, we have posted a collection of resources, reminders, videos and articles on our website at valleynationalgroup.com/tax for our clients. Please feel free to share these items with others to help them navigate their own tax preparation experience.