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Financial Information, Money Matters: Ready to Invest? Lets Begin
October 18, 2013
Science, Industry and Business Library (SIBL), Conference Room 018
Karen Altfest, Ph.D., Altfest Personal Wealth Management, outlines the resources available when researching investment decisions, including top tips for selecting a financial professional. Understanding the risks, knowing the fees and avoiding fraud are all part of an investor's due diligence. Learn how to do the research.
Karen Altfest, Ph.D., is a Principal Advisor and Executive Vice President of Client Relations for Altfest Personal Wealth Management. She helps many of the firm’s clients on a variety of investment and financial planning issues.Karen is a former President and Chairperson of the New York Chapter of the Financial Planning Association (FPA) and a former Chairperson of the Northeast Region of the National Association of Personal Financial Advisors (NAPFA).
Sponsored by the Financial Planning Association of New York.
Seating is on a first come, first seated basis unless otherwise noted.