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- 1. 12/9/2016 Municipal Bonds for Triple Tax Free Income | The New York Public Library
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Money Matters:
Municipal Bonds for Triple Tax Free Income
Individual investors buy municipal bonds for income exempt from federal, state and local income tax. David Polevoy CFP discusses what you need to know to
become a successful muni investor.
David Polevoy,CFP® is the rm’s Managing Member, with over 20 years experience in wealth management, nancial planning, pension planning, nance and insurance. He has served as a Director of The Metro
New York Society of The Institute of Certi ed Financial Planners. His prior experience includes being a Branch Manager at the Midtown Manhattan of ce 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 of ce of Prudential
Securities and learned from the best money managers of yesteryear.
Seating is rst come, rst seated.
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Saturday, December 10, 2016, 12 - 1:30 p.m.
PROGRAM LOCATIONS:
Science, Industry and Business Library (SIBL), Conference Room 018
Fully accessible to wheelchairs
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