Altfest Personal Wealth Management’s Post

Do you ever think about your life insurance policies? Not if you can avoid it, right? But what if your life insurance policies no longer suit your needs or are way overpriced? In this video, Wealth Matters for Physicians takes you through a composite case study of how Altfest Personal Wealth Management identified real issues with a physician couple’s life insurance coverage, determined the amount of life insurance they currently needed and developed a winning solution. https://lnkd.in/dP_8zbfr

🏆 Exciting News! Altfest Personal Wealth Management has been named in this year's Best Places to Work for Financial Advisors awards. A big thank you to our team for making our firm a wonderful place to work. We're excited to continue our efforts in providing excellent service to our clients and a supportive workplace for our staff. 🔗 Check out our special report for more details on this achievement: https://lnkd.in/ehRpYMs8 #Altfest #BestPlacesToWork #FinancialAdvisors

Happy New Year from all of us at Altfest! Wishing you a prosperous 2024. 🎉 #NewYear #Altfest

🍂✨ Thanksgiving Wishes from Altfest We are thankful for your support and wish you a day filled with joy and good company. #Thanksgiving2023

𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 & 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐃𝐞𝐦𝐞𝐧𝐭𝐢𝐚 Join us for a FREE online lecture for healthcare professionals, offering 1.0 𝐴𝘔𝐴 𝑃𝘙𝐴 𝐶𝘢𝑡𝘦𝑔𝘰𝑟𝘺 1 𝘊𝑟𝘦𝑑𝘪𝑡™. 𝐄𝐯𝐞𝐧𝐭 𝐃𝐞𝐭𝐚𝐢𝐥𝐬: 𝗗𝗮𝘁𝗲: September 27, 2023 𝗧𝗶𝗺𝗲: 11:30am - 1:00pm Eastern 𝗦𝗽𝗲𝗮𝗸𝗲𝗿𝘀: Dr. Jose Morais & Ms. Claire Webster 𝗛𝗼𝘀𝘁𝗲𝗱 𝗯𝘆 Dr. Ronald Caplan 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿: https://lnkd.in/giQRdtfq 𝗘𝘅𝗽𝗲𝗿𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: Dr. José Morais and Mrs. Claire Webster are two of the senior authors of the World Alzheimer Reports for 2021, Journey through the Diagnosis of Dementia, and 2022, Life After Diagnosis: Navigating Treatment, Care, and Support. They will share highlights from the reports, including research and best practices on post-diagnostic management and support following a diagnosis of a neurodegenerative disorder. 𝗘𝗮𝗿𝗻 𝗖𝗠𝗘 𝗖𝗿𝗲𝗱𝗶𝘁𝘀: This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of The Medical Society of the State of New York (MSSNY) and McGill University. MSSNY is accredited by ACCME to provide continuing medical education for physicians. The Medical Society of the State of New York designates this live activity for a maximum of 1.0 𝐴𝘔𝐴 𝑃𝘙𝐴 𝐶𝘢𝑡𝘦𝑔𝘰𝑟𝘺 1 𝘊𝑟𝘦𝑑𝘪𝑡™. 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲 𝘁𝗼𝗱𝗮𝘆: https://lnkd.in/giQRdtfq

🔑 Karen Caplan Altfest: Should You Advise Your Clients to be Executors? In the latest article featured in Rethinking65, Dr. Karen C. Altfest, Ph.D., CFP® imparts valuable advice on the pivotal aspects to contemplate before taking on the role of an executor for someone's estate. "I believe people preparing their wills should notify someone whom they’re asking to take on such a time-consuming task. The executor, appointed to administer the last will and testament of a deceased person, has the main duty of carrying out instructions to manage the affairs and wishes of the deceased. With that in mind, being assigned this responsibility should never come as a surprise," Karen says. 📖 To learn more about the role of an executor and the considerations you should keep in mind, check out the article here: https://lnkd.in/eUVBtEJT #EstatePlanning #ExecutorRole #FinancialAdvice #Rethinking65

Karen Altfest: Financial Advice for Women, Widows, and 9/11 Families! In her recent appearance on "The Way Forward" podcast in Barron's Advisor, Dr. Karen C. Altfest, Ph.D., CFP® shares insights on empowering women to take ownership of their finances. Her events, tailored to women, provide a supportive environment to ask crucial financial questions and gain valuable insight. "When we have a mixed group of men and women events, it’s the men who ask all the questions and the women wait until the very end and they sort of half raise their hand and say, ‘This is silly but…’ And when we have just women events, they ask as many questions and they’re as good questions, and they’re all from women." says Karen Altfest. 🔗To learn more about Karen Altfest's appearance in Barron's and listen to the podcast, click here: https://lnkd.in/gFW-qxBb Thank you, Karen Altfest, for your valuable contributions to Women’s finance! #WomenInFinance #EmpoweringWomen #FinancialWellBeing #TheWayForward #AltfestWealthManagement

📰 Learn How We Built a Fee-Only Practice Over 40 Years! 🌟 Delve into the profile of our CEO, Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS, and Executive Vice-president, Dr. Karen C. Altfest, Ph.D., CFP® in NAPFA Advisor. Explore their journey over four decades as a renowned financial Planning firm. Gain insights into our client-focused approach that sets us apart. "We bring more than portfolio analysis. As the 'client advocate,' I ensure they get what they need with respect.” Read the article here: https://lnkd.in/eAC7GSTA #AltfestDifference #ClientFocus #FinancialExcellence