Altfest 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.


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