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03/27/2013

Free Personal Finance Symposium on April 5

NYSDA Support Services will be sponsoring a free Personal Finance Symposium for member dentists on Friday, April 5th, from 8:00-12:15 p.m. at the Cornell Club, 6 East 44th Street, New York, NY. Breakfast will be provided. The Seminar will be in Manhattan and led by Altfest Personal Wealth Management, a firm with extensive experience planning for dentists, and will also include an expert in estate planning and elder law.

Topics will include:

  • A five-step process for creating sound investment portfolios for dentists
  • Planning options that allow dentists to retain control of their financial and medical decision making (estate and longevity planning)
  • Key investment opportunities available to dentists today
  • How you can put away more money for your retirement tax-deferred
  • Altfest’s economic and market outlook

For symposium brochure click here

To register for symposium click here