Given the current health crisis, our strategic partners are stepping up to help our members. The New York Chapter ACS is pleased to have selected Altfest Personal Wealth Management as its preferred wealth management education provider for its members.
During this time, we believe our members may benefit by having access, at no cost or obligation, to a financial advisor from Altfest.
On April 3, 2020, between 10am-12pm and 1:30pm-3pm, our members can schedule a 30 minute phone call to discuss concerns and questions regarding their financial matters.
These calls are designed to provide information regarding our member’s most pressing concerns. This is not meant to take the place of a formal introduction/ review/or recommendation process. Needless to say, Altfest will schedule a follow-up call or meeting with members who want more information, including about how to engage the firm’s custom financial planning and investment management services for themselves.
Should your interest exceed capacity for services on Friday, we will make sure that your needs are addressed.
Please note that these calls are to provide general information of a non-binding nature and do not replace detailed individual advice for investment or financial decisions.
