Senior Vice President, Laurie A. Siebert, CPA, CFP^®, AEP^®, had the opportunity to present a program for Morningstar Living residents and guests.  Laurie introduced the concept of looking beyond the numbers on your tax return with “What Story Does Your Tax Return Tell and What Can We Learn?”. Laurie said, “Knowing your tax return’s story will allow a better understanding of the impact of your financial decisions.”  Take the time this year to learn your story and engage with your tax return! You might find opportunities to save taxes!

On January 2nd, VNFA offices will be closed for the holiday. All of us at Team VNFA wish our clients and community a very Happy New Year!

Join us in welcoming Avani Dattani, MPAcc to the position of Senior Tax Accountant. Avani is a Western Sydney University Alumna, where she graduated with a master’s degree in Accounting.

Avani has more than 11 years of corporate experience in accounting & income tax preparation. She has experience in the preparation and review of tax returns, both for individuals and businesses. “Our Tax Department team is pleased to welcome Avani to VNFA in this full-time role,” said Amanda Pugliese, CPA, Director of Tax Services.Originally from India, Avani has lived in New Jersey for more than 12 years. Outside of her professional work, she enjoys spending time with her husband & daughter. She loves to travel and has already been to 10 countries, so far. Avani will work a full-time remote schedule and she can be reached through our Bethlehem headquarters at 610-868-9000 ext.104 or adattani@valleynationalgroup.com. 

Team VNFA is excited contribute to the 2022 Volunteer Center Holiday Hope Chests. This will the 22nd year celebrating the delivering of joy and laughter with their shoeboxes to over 8,000 youth here in our community. Every box donated makes a difference in a child’s life. The Volunteer Center makes it easy for anyone that wants to participate and bring extra smiles to kids in our community. Team VNFA is happy to share a little magic this year. If you are interested in being part of this amazing cause visit the Volunteer Center of the Lehigh Valley.

Our CFO, Elizabeth Wilson will be a panelist for Adapt+Grow on November 17, 2022, for a 360 Tactical Business Prep for 2023. She will be in front of business owners around the U.S./ Tri State to show them how they can level up their business for 2023. With economic uncertainty ahead, the key to success is preparation and execution. Experts will touch on Finance, Legal, Executive Coaching, and Marketing. Get your ticket to event at: https://adaptingsocial.com/adapt-grow-2022/#

Team VNFA wants to thank Apollo Grill for including us in their Breast Cancer Awareness Running/Walking Challenge. Our run/walk team was able to complete 10 miles each over seven days. Apollo and VNFA will donate $3,000 to Cancer Support Community of the Lehigh Valley. Thank you also to everyone who dined at Apollo in October for which the restaurant donated 5% of their food sales. Coming up on Thursday, November 17, Apollo is hosting a Dine to Donate benefit for Victory House. Call for your reservations today!

Team VNFA is joining forces with Apollo Grill to fundraise for Cancer Support Community Greater Lehigh Valley in support of Breast Cancer Awareness.

Team Apollo with members from VNFA will each walk/run 10 miles over seven days and Apollo and Valley National Financial Advisors will donate for each mile to the Cancer Support Community.    

How can you help? Do good by dining out. Every Thursday in October Apollo Grill has been donating 5% of their lunch and dinner food sales to the Cancer Support Community. It is not too late – there is still one more Thursday left this month.

The WDIY Fall Membership Drive continues this week, and Team VNFA’s partnership has so far resulted in more than 10,000 meals to be funded for Second Harvest Food Bank.

For every $100 pledged to WDIY during the membership drive, Valley National Financial Advisors will donate to allow Second Harvest to provide 21 meals to individuals and families in our community.

Read more about this partnership: WDIY Partners with Second Harvest Food Bank During the 2022 Fall Membership Drive.

Donate by calling WDIY at 610-758-8810 or completing the donation form online at WDIY Donation Form | DonorPro Secure Site

Valley National Financial Advisors (VNFA) has hired Fatima Alba to the newly created position of Marketing & Communications Coordinator. Fatima is a Penn State Lehigh Valley Alumna, where she graduated with a bachelor’s degree in Corporate Communication. Fatima is also the proud recipient of the 2020 Penn State Heart of the Lion Award. 

Fatima will work directly with the Chief Marketing Officer (CMO) to coordinate, execute, and monitor marketing and communication efforts. “Fatima is ideally suited to take on this new job, and a welcome addition to the team,” said Judianne Harris, CMO. “I believe she will be able to make an immediate impact by simply lending a fresh perspective to our internal and external communication and branding strategies.”   

Originally from New York City, Fatima has lived in the Lehigh Valley for more than 10 years. Outside her professional work, Fatima hikes and loves to spend quality time with her family. Fatima will work on a full-time hybrid schedule based in the firm’s Bethlehem headquarters and she can be reached at 610-868-9000 ext. 115 or falba@valleynationalgroup.com.