Imagine you're looking back some years from now, and your investments have thrived amid market fluct...
Altfest Personal Wealth Management
Financial Education for Medical Professionals
Each month our team puts together thoughtful webinars we feel are relevant, timely and useful to our healthcare audience. Take a look at the list of past webinars and re-watch at your convenience. Should you want to discuss how the information in this webinar applies to you, feel free to schedule a call with our team for a complimentary consultation.
Our CEO, Lewis, and President, Andrew Altfest, will guide you to a deeper understanding of 2024's fi...
If you’re looking to keep more of your hard-earned money in your pocket and avoid overpaying the IRS...
Learn more about how we helped the “Smith family” overcome financial concerns and chart a course to ...
Is Your Wealth at Risk? Unless you’ve done diligent planning, the answer is yes. Learn how to safegu...
Get essential tips and strategies to help you achieve your retirement goals. From managing your fina...
In our webinar for physicians, we will discuss how to manage today’s environment and risks. Should y...
Learn about opportunities to make profitable decisions during an uncertain market. Roth conversions,...
The Secure Act 2.0 legislation expands on the original SECURE Act and increases tax planning opportu...
What worked in yesterday’s markets won’t work today. Tune in to Altfest’s webinar for insights on wh...