Welcome to the Beta Gamma Sigma Alumni in NYC - Guidelines For Creating Your Own Financial Plan

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Guidelines For Creating Your Own Financial Plan

An educational program presented by David Bloom, JD, CFP

An Invitation to “Guidelines For Creating Your Own Financial Plan”

Beta Gamma Sigma Alumni Association of New York invites you to a program on “Guidelines for Creating Your Financial Plan”.  Have you ever wondered:

   *   How to create and execute a financial plan on your own?
   *   What to expect if you are thinking about hiring an expert?
   *   How much will you need the day you retire?
   *   Are your estate plans tax-efficient?

This is an educational program and not a glorified “sales pitch”.  It will be presented by David Bloom, JD, CFP who currently serves as a director of the Financial Planning Association of New York and has a longstanding commitment to financial education.  He is a Vice President and Wealth Advisor with JP Morgan Private Client Services, where he leads a practice group serving the Northeast Region that provides comprehensive and objective financial planning services, with a focus on wealth transfer strategies, to high net worth individuals and their families. 

Mr. Bloom began his career with the Vanguard Group where he served as a member of the firm’s Corporate Strategy Team developing investment products and served as a consultant to plan sponsors.  Later Mr. Bloom joined the U.S. Trust Company of New York to advise corporate executives of Fortune100 companies and their families.  Most recently, Mr. Bloom advised closely held business owners and their families at Wachovia Wealth Management in Greenwich, CT before joining JP Morgan Private Client Services.

Come learn how to go about putting together your own financial plan, how the financial planning process works, and how to make the process work for you. 

               When:   Wednesday, February 27, 2008
               Where:  Warwick Hotel,
                              65 West 54th Street (near Ave of the Americas )
                              NYC , NY 10019
               Time:     Reception beginning 6:00 p.m.
                             (includes hot hors d'oeuvres, soda and wine)
               Price:    $35 NYC alumni chapter members and $45 for non-members 

                              Click Here to Register


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