Wealth Matters for Dentists

VideoWebinar: Maximize the Value of Your Dental Practice Post-COVID-19

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When the time comes to transition your practice, it is critical to consider all of the tax, estate and financial implications so you can enjoy peace of mind in retirement, especially in a post-pandemic world.

Hear directly from the experts how you can most effectively plan for this transition while keeping your retirement goals and estate plan in mind. Watch Henry Schein, Altfest Personal Wealth Management and Farrell Fritz present an interactive webinar providing actionable guidance on topics including:

  • Current trends and tips for valuating and transitioning your dental practice
  • Tax-efficient retirement saving options and what to look out for in your portfolio
  • Essential estate planning do’s and don’ts for New York dentists

Speakers:

Looking to discuss your portfolio, or another financial topic? Schedule a complimentary consultation with an Altfest advisor.

 


 

The preceding presentation is for information purposes only. Opinions expressed are solely those of Altfest Personal Wealth Management, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another party’s informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Content provided should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. Past performance may not be indicative of future results. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

Altfest does not provide legal, tax, or insurance advice.  You should consult with your professionals in these fields to address your specific circumstances. Altfest cannot guarantee that its recommendations will result in you meeting your financial goals, and you understand that past performance is not an indicator of future returns.  You understand that investment decisions made by Altfest for the account are subject to various market, currency, economic, political and business risks, and that those investment decisions may not always be profitable. 

Altfest may provide cash flow analysis and general information about income tax, insurance and estate planning to you during for discussion purposes only.  Altfest makes no representations or warrantees with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any position taken in reliance on, such information.  You should rely solely on the advice of independent professionals or other sources separate from Altfest before making any decision relating to income taxes, insurance, estate planning and related issues.

Altfest Personal Wealth Management is the wealth management provider for the New York State Dental Association. We offer our clients trust and transparency. We have a focus in working with dentists. Wealth Matters for Dentists is produced in-house as a service to NYSDA members, to share our thinking on relevant topics. For its sponsorship of this program, NYSDA Support Services receives financial support from Altfest to help underwrite this and other association programs

Forbes’ Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained via phone and in-person due diligence interviews, and quantitative data. Advisors who are considered have a minimum experience of seven years. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their business and in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

Forbes’ ranking of America’s Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of professionals with a minimum of four years relevant experience. Factors reviewed include revenue trends, assets under management, compliance records, industry experience and best practices. Also, interviews are held via telephone and in-person conversations. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry. “InvestmentNews is pleased to recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, CEO/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.” To learn more about the InvestmentNews 2019 75 Best Places to Work for Financial Advisers, please go to InvestmentNews.com/BestPlaces

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