In an increasingly complex world, many people find it difficult to navigate through the financial world as they try to make the best decisions on how to handle their personal finances.

Join us to learn about Financial Life Cycle tools that can be utilized by people of all ages, incomes and current levels of financial sophistication in a wide variety of financial circumstances.

This session will be tailored to those who have not yet retired.

Are you already retired? Sign up for our post-retirement session on August 2nd at 2pm

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Throughout David Askin's extensive capital markets career, David has been a pioneer in creating innovative solutions for real world difficulties and in finding novel ways to resolve clients’ problems. He has done this as a financial markets strategist, researcher, portfolio manager, valuation and sales executive for a series of world-class organizations. He was a co-founder of BVAL, Bloomberg LP’s premier evaluated pricing service for capital markets securities. Earlier in his career, he built successful portfolio management, sales, trading and analytics businesses across the full spectrum of asset classes, strategies and functions at firms such as Merrill Lynch, Moody’s, Drexel Burnham Lambert and Daiwa.

In his “spare time,” David has been an adjunct professor of finance at the Wharton School of Business at the University of Pennsylvania and at the Columbia Business School, as well as in the Financial Engineering Program at NYU’s Tandon School of Engineering. David also has published chapters in several financial textbooks, as well as articles and white papers in the field.