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ReplayNYSDA Survivors’ Financial Roadmap Conference Call

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Listen to Karen C. Altfest’s conference call which provides more information about the new complimentary benefit, “NYSDA Survivors’ Financial Roadmap”, for surviving spouses of New York State Dental Association Members.

This benefit is designed to help surviving spouses with a range of issues which include, but are not limited to, the transition of the dental practice and navigating the settling of the estate to adjusting the financial plan and reevaluating living expenses.

For more information on how to take advantage, please call Reza Rezvi at 212-406-0850.

 

 

 

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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