Altfest News
Table for One, Please! Estate Planning Tips for the Independent Woman
Video
On Tuesday, October 13, 2020, attorney Jessie Jamar, B.C.L, LL.B., joined Altfest Executive Vice President Karen Altfest, CFP®, Ph.D. to discuss important financial areas for widows to address after losing a loved one.
As part of Karen Altfest’s Loss of a Loved One event series for women, this webinar addressed estate planning in the wake of a loved one’s passing, provided insights into how to best manage one’s finances, and offered tips on how to develop a worry-free estate plan.
Below is a video replay of the webinar for you to watch and share at your convenience.
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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.
Karen C. Altfest, CFP, Ph.D
Karen helps many of the firm’s clients on a variety of investment and financial planning issues, and specializes in helping women clients and widows. Karen’s Financially Savvy Woman® programs, including the Women’s Financial $pa®, are popular with clients. Her focus is to educate and empower women.
Karen is frequently a speaker on the subject of women and money, and conducts educational seminars for recent widows and people looking to retire. Karen is a graduate of McGill University in Montreal, holds BA and MA degrees from Hunter College, and holds the CFP® designation. Karen received her Ph.D. in history from the Graduate Center of the City University of New York (CUNY).
She was the Co-Director of the Financial Planning and Investments Program at The New School in New York City and the Coordinator of the Financial Planning program, a professional program for financial planners, which she originated at Pace University in White Plains, N.Y.
