Protecting your hard-earned assets is a priority for all of us. It can encompass both legal and financial strategies. There are many circumstances in which your assets can be vulnerable, including being sued in a civil lawsuit, bankruptcy, or divorce.
Join us on August 16th to learn how best to protect your assets.
Ekta Patel, CFP®, MBA, Director, AdvisorJesse Frehling, AIF®, Director of Client Services
Have questions you'd like addressed during this webinar?
Email them to firstname.lastname@example.org with the subject line, "Protect My Assets”
Altfest is proud to have preferred wealth management relationships with associations for their members including the New York Chapter - American College of Surgeons. The firm does not sell insurance or financial products, and, as a fiduciary, it is committed to putting clients' best interests first – always.
Learn more at altfest.com/physicians, and schedule your complimentary financial consultation at this link.
New York Chapter American College of Surgeons150 State Street, Floor 4, Albany NY 12207 Phone: (518) 953-5401 | Fax: (518) 514-1424