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Women’s Financial Salon®: Financial Planning 201


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In March 2018, Karen C. Altfest, Ph.D., CFP® hosted another of her popular Women’s Financial Salon® events in which she moderated a discussion between Paul Palazzo, CFP®, COA and Ekta Patel, CFP® about smart ways to help secure a comfortable and financially independent retirement.

Paul and Ekta addressed questions directly from event attendees, covering topics including how much you may need to retire, how to adjust your portfolio to suit your needs, ways to make tax- efficient withdrawals from your accounts, and tax-efficient strategies for charitable giving.


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