Finance Monthly Taxation Awards 2020

USA FIRM PROFILE Our History c began in 1995 with a simple vision: provide superior customer service and personal, practical advice. In 2000, Beth Blecker took over as CEO of the company and grew the firm to its present scope, serving hundreds of clients nationwide. We believe very few advisors can match our knowledge and expertise in the areas of retirement planning and distribution strategies, particularly how best to integrate the compensation packages provided to corporate executives at the major firms in our area. Clients appreciate our emphasis on big- picture strategic planning. We don’t believe in a once- and-done approach resulting in a written document that sits on a shelf gathering dust. Our clients see their plans almost as a living, breathing resource, designed to change and adapt to whatever happens in their lives. Our Goal Eastern Planning is always there to assist clients in making some of the most important financial decisions with confidence so they can enjoy their lives. CONTACT Phone: (845) 627-8300 Fax: (845) 627-8237 ABOUT BETH BLECKER Drawing upon her many years of experience in retirement planning and particular expertise in distribution strategies, Beth Blecker provides clients approaching their retirement years or in times of transition with proactive financial strategies. She understands that it’s not just your money, it’s your life and works towards helping establish financial balance. A long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, Beth teaches retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events. Beth has long been involved in helping women develop financial literacy. She offers regular workshops and has hosted a weekly internet show, Taking Control: Financial Independence for Women (translated for the hearing-impaired). She is also past President of the Rockland Business Women’s Network, a non-profit organization that supports and empowers women by providing networking and educational opportunities. A graduate of Fairleigh Dickinson University, Beth helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, she took over as CEO and has grown Eastern Planning into a firm known for its personal, practical advice and superior client service. Beth’s passionate interest in her community has inspired her to volunteer in many areas. She serves on the board of People to People and the Holocaust Center and has been a Big Sister with the Rockland County Big Brother Big Sister program. She now continuously serves as a mentor. An active tennis player, Beth also loves spending time with her young grandchildren, Reid, Spencer, Harrison and Daniel. 27 “Every client has different needs and challenges. My goal is to achieve the highest level of understanding of their unique situation. Only then can I help them plan with confidence.”

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