FORBES | Forbes
Thanks so much and good luck with your future events - this one was great!
Erica Klein | Editorial Director
Crain's New York Business | Crain's New York Business
East Midtown Partnership | East Midtown Partnership
WHERE
Beekman Financial Planning LLC 200 Park Avenue 17th Floor, Park Avenue Room New York, NY 10166 212-729-9244 REGISTER by email at: info@FINDOC1.com Please provide dates attending, all names and email address.
| GENERATING INCOME FROM TRIPLE TAX FREE MUNICIPAL INVESTMENTS | ESTABLISHING THE MOST ADVANTAGEOUS PENSION PLAN FOR YOUR BUSINESS | PREPARING FOR THE GOLDEN YEARS, FINANCIAL ASPECTS |
|---|---|---|
| VARIOUS TYPES OF LIFE INSURANCE FOR INCOME, ESTATE AND BUSINESS CONTINUATION PROTECTION | GENERATING OPTION PREMIUM INCOME FROM YOUR STOCK PORTFOLIO | VARIOUS TYPES OF TAX DIFFERED ANNUITIES |
| ASSET ALLOCATION, MINIMIZING RISK | INDEXES, ETFs AND CLOSED END FUNDS | DISABILITY AND LONG TERM CARE INSURANCE (INCLUDING NY PARTNERSHIP) |
David Polevoy,CFP© is the firm’s Managing Member, with over 20 years experience in wealth management, financial planning, pension planning, finance and insurance. He has served as a Director of The Metro New York Society of The Institute of Certified Financial Planners. His prior experience includes being a Branch Manager at the Midtown Manhattan office of Wachovia Securities Financial Network, Registered Principal at Times Square - based Metro Financial Planning, and private Financial Planner on Lexington Avenue. Early in his career, he has worked as a Financial Adviser at the Park Avenue office of Prudential Securities and learned from the best money managers of yesteryear. David was awarded the prestigious designation of Certified Financial PlannerTM in 1997, and passed Securities Manager (Series 10) and Options Manager (Series 9) exams in 2002. His alma mater are the College for Financial Planning, Baruch College, University of Pittsburgh, Taylor Allderdice H.S. and the Hillel Academy of Pittsburgh. In his spare time, he enjoys sailing, the arts, theater, architecture and exploring the big city. David is a fan of the New York Giants and Rangers as well as Pittsburgh Steelers and Penguins.
At Beekman Financial Planning LLC, we strive to help you achieve financial security. We provide our clients with guidance to meet financial challenges and the peace of mind that comes with having a solid financial plan in place.
Call us at 1(855)FIN-DOC1 to schedule a complimentary initial consultation. Geographic location is not important, as we communicate with many electronically over Skype, Google, etc.