Altfest Insights

VideoWebinar: Altfest Firm Leaders Panel

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The June 10th Altfest Firm Leaders Panel featured insights from Altfest firm leaders on timely financial planning and investment topics, including:

  • Key takeaways from SECURE and CARES Acts
  • Estate planning tips for the current environment
  • Investment challenges and opportunities in the new economy
  • Enhancing the employee and client experience through tech
  • Socially responsible real estate opportunities

Contact your Altfest wealth management team with any questions, and feel free to share the webinar recording with your friends, family and colleagues.

 

The following content reflects the opinions of Altfest Personal Wealth Management and our associates, 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 legal, tax or 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.

Past performance may not be indicative of future results. All investing involves risk, including the potential for l oss of principal. There is no guarantee that any investment plan or strategy will be successful.

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