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Financial Information, Money Matters: Building An Investment Portfolio From Scratch

Your financial health can be measured by the steps you take to become a smart, informed investor. You want your money to work for you and your family.

Karen Caplan Altfest, Ph.D., CFP®, Altfest Capital Wealth Management, discusses the fundamentals in building a sound and diversified portfolio.

Karen helps clients on a variety of investment and financial planning issues. She is frequently a speaker on the subject of women and money and conducts educational seminars for widows and those interested in retiring. Karen’s most recent book, Keeping Clients for Life, was published by John Wiley & Sons.

Part of Financial Empowerment Day at SIBL!


Seating is on a first come, first seated basis unless otherwise noted.