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Financial Information, Money Matters: Ready to Invest? Lets Begin
October 18, 2013
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.