Altfest Insights

VideoTable for One, Please! Estate Planning Tips for the Independent Woman



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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.


The foregoing content reflects the opinions of Altfest Personal Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.


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