The Surgeon's Guide Series

This presentation dives deeper into how to make investment decisions that align with both long- and short-term goals.

Join senior financial advisor Ben Lake, CFA, CFP® on Wednesday, January 27th for an interactive webinar, covering step-by-step guidance on:

•  Strategies for balancing risk and return
•  Diversification and asset allocation
• Investment selection for your personal, retirement and other accounts

Presenter: Ben Lake, CFA, CFP®, Senior Financial Advisor, Altfest Personal Wealth Management

Have questions you'd like addressed during this webinar? Email them to questions@altfest.com with the subject line, “ACS – Investing”.

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.