Altfest Personal Wealth Management hosting an interactive webinar led by CEO, Lewis Altfest

Opportunities and Challenges in the New Investment Environment 

For Healthcare Practitioners 

Friday, May 8, 2020 - 12:00pm ET - Webinar 

Join Altfest Personal Wealth Management on Friday, May 8th for Opportunities and Challenges in the New Investment Environment, an interactive webinar led by Altfest's CEO, Lewis Altfest, a Barron's Hall of Fame advisor, who will discuss strategies to capitalize on tomorrow’s investment opportunities and today’s challenges. He will discuss investment strategies designed to reduce your portfolio’s risk.

Topics to be discussed:

  • Coronavirus' impact on the stock market
  • The new economic and investment environment
  • Investment opportunities and challenges
  • Reducing portfolio risk 
  • Roth conversions: Is now the right time? 

Lewis J. Altfest, Ph.D, CFA, CFP®, CPA, PFS
Chief Executive Officer, Altfest Personal Wealth Management

Jimmy Bassett, CFA, CFP®
Senior Financial Advisor, Altfest Personal Wealth Management


There is no fee to attend this webinar. Enrollment is limited.
You may submit questions in advance by emailing or replying to this email by noon on Thursday, April 30th.