Wealth Matters for Physicians

In the NewsEconomic Survival Strategies in the COVID World: The Surgeon's Guide Series

In the News


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In partnership with the New York Chapter American College of Surgeons, Altfest Personal Wealth Management is offering an interactive webinar series that aims to answer surgeons’ financial questions and provide peace of mind during this uncertain time.

Built upon the American College of Surgeons’ Economic Survival Strategies in the COVID World initiative, each virtual event focuses on a different area of a surgeon’s financial life, and is led by an Altfest Personal Wealth Management expert in that field who is ready to take attendees’ questions.




The Surgeon’s Guide to Taking Control of Student Debt

Register at this link

Date: Wednesday, September 30 from 7:30-8:30pm

Presenter: Ben Lake, CFA, CFP®, student debt expert and senior financial advisor at Altfest Personal Wealth Management

Overview: Just because you’re paying down student debt doesn’t mean you have to put your other financial goals on hold. Even in the midst of COVID-19, there are options for restructuring your loans and establishing a strategy to start saving for retirement and major purchases, such as buying your first home. Join this webinar for step-by-step guidance on:

  • Choosing the right debt repayment plan
  • Prioritizing financial goals beyond debt and making an action plan
  • Establishing the right cash flow and savings plan for your needs


The Surgeon’s Guide to Tax Reduction

Register at this link

Date: Wednesday, October 21 from 7:30-8:30pm

Presenter: Carolyn Yun, CPA, CFP®, tax expert and financial planning specialist at Altfest Personal Wealth Management

Overview: As year-end approaches, understanding the unique tax planning opportunities that apply to your situation could help save you money – whether you are an employed surgeon, in private practice, or residency. Join this webinar for actionable tax planning insights, including:

  • Tax benefits and reduction opportunities for a lower income year
  • Tax-aware investment and retirement strategies
  • What the SECURE Act, CARES Act and recent tax law could mean for you


The Surgeon’s Guide to Assessing Your Financial Health

Date: Wednesday, November 18 during the 2020 NY Chapter Annual Meeting and Educational Event

Presenters: Andrew Altfest, CFP®, MBA, President, and Mike Prendergast, CFP®, MBA, Director and advisor at Altfest Personal Wealth Management

Overview: Now more than ever, your financial health is vital to your personal health. At the Annual Meeting, join Altfest for an interactive guide to taking comprehensive control of your financial life, including:

  • Understanding the current state of your financial health
  • Evaluating variables and options to consider based on your current scenario
  • Establishing short- and long-term goals, as well as informed next steps


Learn more about the Altfest’s comprehensive financial planning and investment management services for physicians at altfest.com/physicians.



Altfest does not provide tax, legal, or accounting advice. In considering this material, you should discuss your individual circumstances with professionals in those areas before making any decisions. Registration does not imply a certain level of skill or training. For its sponsorship of this program, New York Chapter – American College of Surgeons receives nominal financial support from Altfest Personal Wealth Management to help underwrite association programs. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.


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