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    Eastern Planning, Inc. – News & Events
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Beth Blecker Receives RBA Pinnacle Award Beth Blecker noted as Woman of Rockland County who makes a difference in the community.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Women’s Forum Award for Outstanding Achievement by a Woman-Owned Business - must have exhibited a track record of superlative business performance and growth.
Provident Bank and Rockland Economic Development Corporation (REDC) The program recognizes 40 people under the age of 40 who are making their mark on Rockland County through commitment to growth, development, professional excellence and the community-at-large.
Eastern Planning NewsletterWhat's New Could You Handle a Financial Windfall? Talking to Your Child about College Expectations
Newsletter FOR PROFESSIONALS Planning Your Financial Future: The Spousal IRA Rule
 Save and Secure
We know you take care when establishing a financial relationship and want reassurance that the professionals you work with have your best interests in mind. To help address your concerns, we offer the most powerful thing we have: knowledge.
Eastern Planning, Inc. shares the information below to help you educate yourself about how we work to protect client assets. And we welcome your questions or requests for a more detailed explanation. Independent and Invested Eastern Planning, Inc. is affiliated with Royal Alliance Associates Inc., one of the country's leading independent broker-dealers, with more than 2,100 financial advisors who service more than $38 billion in account assets. Client accounts and assets are held in custody by Pershing, LLC, as subsidiary of BNY Mellon with over $770.2 billion in assets. Pershing has been a leading global provider of financial business solutions for more than 70 years, focusing on the safekeeping, servicing, segregation and reporting of assets held in their custody. Why different firms? Each of these financial firms is independent and consultative which means that there can be no conflict or bias in the way decisions are made or how activity and assets are reported. Eastern Planning has no power to hold client assets on our books, nor do we ever have full power of attorney over client assets. We can affect trades in client accounts, charge advisory fees, and request that checks payable to our client to be sent to their address of record. Our limited size allows us a greater responsiveness and flexibility, which in turn provides additional protections and benefits for our clients. This structure ensures that no single division or decision can bring unforeseen risk to the whole firm. The simplicity of our business limits risk. We don’t have any debt. We do not have any position trading accounts or proprietary inventory in illiquid investments nor do we make markets. In short, we don’t have any investments that could jeopardize our clients and our company. There are no outside shareholders pressing for new and increasing sources of revenue. Assured by Insurance Each client’s account is insured by Royal Alliance in the event of something unforeseen, and we can move those accounts to another clearing firm if we deem it necessary. In addition, if something goes wrong at our firm, Royal Alliance can step in and move the client accounts without disruption. As members of the Securities Investors Protection Corporation (SIPC), our client accounts are covered by insurance protection up to $500,000 including $100,000 for claims of cash. In addition to SIPC account coverage, we have excess coverage from Lloyd’s of London to protect client assets up to an overall aggregate level of $1 billion for assets in custody, including up to $1.9 million in cash awaiting reinvestment per client account. This provides the highest level of protection available in the industry today. *Securities are not guaranteed and ma Keeping You In The Loop Clients receive a detailed statement of account activity and asset valuation at least quarterly (in many cases monthly) from OneView, a firm that is not affiliated with or influenced by Eastern Planning, Inc. Additionally, Pershing LLC issues statements at least quarterly. Please feel free to contact Beth Blecker to learn more.  InformationLast Chance Financial Planning Checklist
New Tax Laws
Important new information
Horsesmouth and Elaine Floyd are not affiliated with Royal Alliance Associates, Inc. Although the information has been gathered from sources believed to be reliable, it cannot be guaranteed and the accuracy of the information should be independently verified. The views expressed in this newsletter may not reflect the views of Royal Alliance Associates Inc. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice as individual situations will vary
A Woman's Retirement Reality
Baby Boomers Guide to Social Security Eighty percent of Americans agree they would benefit from having basic financial education and information.1 1 The 2009 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009 Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
Important Documents and DownloadsWorksheet: Comprehensive Estate Plan A review of legal considerations relating to creating your estate plan including documents, executors, trusts, Health Care Proxy, Power of Attorney and more. > Download Worksheet: Beneficiary Form Checklist Designed to help you keep track of the designated beneficiaries and related considerations. >Download Worksheet: Financial Overview Pulls information together from mortgages, credit cards, loans and other areas to help create a big picture of your financial status. > Download Worksheet: Estate Directory Once completed, this document will help you to quickly locate the important people in your life and your important personal documents. > Download Key Financial Data for 2011 >Download
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Beth Blecker Receives 2011 Giraffe AwardContact Info
One Blue Hill Plaza, 5th F
800 Westchester Ave, Suite 641N
Pearl River
Rye Brook, NY 10965
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Phone: 845-627-8300
Fax: 845-627-8237