
The Surgeon's Guide to Retirement Planning
Now more than ever, your retirement plan is vital to your personal and financial health. Join Altfest for an interactive guide to taking comprehensive control of your retirement plan, including:
• Understanding the current state of your retirement plan
• Evaluating variables and options to consider
• Establishing short- and long-term goals, as well as informed next steps
Presenter:
James Bassett, CFA, CFP®, senior Financial Advisor at Altfest Personal Wealth Management


This webinar is presented by Altfest Personal Wealth Management, the preferred wealth management education provider for NY Chapter ACS members and their families.
Learn more about Altfest and its comprehensive financial planning and investment management services for surgeons at altfest.com/physicians.
Want to speak with a fee-only financial advisor now? Schedule a complimentary consultation with Altfest at this link, or reach them at (212) 406-0850 or inquiry@altfest.com.