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ArticleThe Financially Savvy Woman™ Newsletter: Spring 2018

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The Spring 2018 edition of The Financially Savvy Woman™ newsletter features an interview between Karen C. Altfest, Ph.D., CFP® and the speakers from our recent Women’s Financial Salon® event, Paul Palazzo, CFP®, COA and Ekta Patel, CFP®, covering topics including retirement, charitable giving and investing.

Financially Savvy Woman Newsletter – Spring 2018

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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Altfest has, from its founding in 1983, always been fee-only and a fiduciary. Altfest does diligent research in an effort to ensure every investment choice for each client is correct for that client in terms of cost, risk and prospects for future performance.

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