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VideoAltfest Personal Wealth Management Annual Event 2017

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Karen Altfest’s Welcoming Remarks

Lewis Altfest’s Opening Remarks

Keynote Speaker Dan Fuss, Vice Chairman, Loomis Sayles & Company

Altfest Director’s Roundtable: “The Next Wave of Financial Planning at Altfest” panel discussion with Altfest Professionals Andrew Altfest, Managing Director, Executive Vice President; Paul Palazzo, CFP®, COA, Managing Director; Ekta Patel, CFP®, Director; and Mike Prendergast, CFP®, Director.

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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