Altfest Personal Wealth Management

We look forward to seeing you there!

register.gotowebinar.com

We are proud to announce that Dr. Karen C. Altfest, Ph.D., CFP® has been named to the top 20 of “Best-In-State Wealth Advisors” by Forbes: https://www.altfest.com/forbes-ranks-karen-altfest-in-top-20-best-in-state-wealth-advisors-for-2021/

In their latest blog post, Altfest Director and Advisor Ekta Patel, CFP® and Senior Financial Advisor Ryan Graham, CFA, CFP® discuss the new round of PPP loans for small businesses, sole proprietors and independent contractors and how you may qualify.

Read the full blog post here: http://bit.ly/3jyKjyc

Altfest Senior Financial Advisor, Ryan Graham, shares his tips for starting fresh with your in 2021 –

Money tips for the new year: Here are 21 ways to reduce debt, build an emergency fund in 2021 A new year is fast-approaching. Now’s the time to hatch a plan to get your finances back on track.

Altfest will be presenting "Tax Reduction Strategies for Orthopaedic Surgeons" at the New York State Society of Orthopaedic Surgeons' (NYSSOS) 2020 Virtual Annual Meeting and Symposium. Register here: https://nyssos.org/2020-annual-meeting

In a post-COVID world, advisors are being forced to rethink their approach to client acquisition. Learn how Andrew Altfest and others are adapting their lead gen efforts in a new normal: https://www.investmentnews.com/when-the-going-gets-tough-the-tough-get-going-198069

When the Going Gets Tough the Tough Get Going - InvestmentNews How Advisers Are Prospecting in the New Normal