Protecting your hard-earned assets is a priority for all of us. It can encompass both legal and fina...
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.
Parents should save for their children’s education as soon as possible Join us for our webinar, 5 Sa...
Minimizing your tax exposure and creating an optimal tax strategy will take foresight and coordinati...
So how can we preserve the legacy you’ve worked hard to build for your family over your lifetime? By...
Get essential tips and strategies to help you achieve your retirement goals. From managing your fina...
During this session, you'll have the opportunity to learn essential strategies that will help you op...
Tax time can be stressful considering the multitude of factors that go into the filing process, but ...
In this webinar learn from a former insurance agent (now an advisor with Altfest), Eric Nelson, CFP,...
Join us for our 2023 Market Outlook Webinar to hear from our President, Andrew Altfest, CFP®, MBA, a...