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:

• Mike Apalucci, Transition Sales Consultant, Henry Schein
• Ben Lake, CFA, CFP®, Senior Financial Advisor, Altfest Personal Wealth Management
• Joseph T. La Ferlita, Partner, Farrell Fritz Attorneys

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

 

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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. 

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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

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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.

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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.