Thursday, November 16th, 2017
6pm - 8pm
Dr. Stan Teitelbaum, Ph.D.
Clinical Psychologist and Financial Therapist
Boyan Doytchinov, CFA, CFP®, MBA
Senior Financial Advisor, Altfest Personal Wealth Management
What:
Dr. Stan Teitelbaum will discuss common financial conflicts that arise in a relationship and how to overcome them.
Boyan Doytchinov will supplement the psychological factors by providing practical examples as to how couples can manage their finances to achieve short-and-long term financial goals.
Who Should Attend:
Couples
Please Share:
Altfest clients may share this invitation with anyone who might be interested in attending this presentation.
Topics covered will include:
• Common financial conflicts between couples and how to overcome them
• The meanings of money
• Understanding money disorders
• Family budgeting
• Estate planning considerations when combining assets
• Integrating different parties' preferences and goals when establishing an investment portfolio
Where:
The Altfest Education Center
445 Park Avenue, 6th Floor, NY, New York
Please bring any questions that you would like answered by our speakers.
Refreshments will be served.
RSVP: Space is limited.
Please contact Marina Marsillo at (212) 406-0850 or click here to email your RSVP.
Please provide the name and phone number of guests.