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Instructor Biography

David Bekenstein EPC, CLU, LUTC

David Bekenstein is the Managing Director of The Business & Estate Planning Group. He has over 15 years of financial services experience in multiple areas of expertise. David has had roles within the insurance industry and major national brokerage houses as an Agent, Sales Manager, Broker/Financial Advisor, Regional Estate and Business Planning Consultant, and Regional Manager. He has consistently focused on designing client solutions that pass compliance standards at the highest levels and will not compromise. He lives in Reston, Virginia with his wife and three children.