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In the NewsNew York Chapter American College of Surgeons Selects Altfest as its Preferred Wealth Management Education Provider

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New York Chapter American College of SurgeonsNew York Chapter American College of Surgeons (NY Chapter ACS) is pleased to announce it has selected Altfest Personal Wealth Management as preferred wealth management education provider for its members.

NY Chapter ACS advocates for over 3,300 members throughout the state.  In so doing, its efforts improve the quality of surgical practice and care to patients in New York.  NY Chapter ACS is an affiliate of the American College of Surgeons (ACS).  Founded in 1912, ACS is a scientific and education association of more than 82,000 surgeons.

“Our relationship with Altfest demonstrates further NY Chapter ACS’s commitment to deliver value to its members throughout their professional lifecycle and beyond, especially through this challenging time,” said NY Chapter ACS’s President, Dr. Marina Kurian.  “Having Altfest as a partner enables members to receive custom tailored financial planning and investment management education as well as complimentary consultations on timely planning topics that are relevant to our members .  As the demands on our surgeon members seem set only to increase, we find it important to provide needed support and services to promote surgeon education, resilience, and well-being.  Our partnership with Altfest underscores this commitment to our members, and we look forward to The Surgeon’s Guide educational series, its contribution to our Economic Survival Strategies in the COVID World initiative.”

Andrew Altfest, CFP®, president of Altfest Personal Wealth Management, said, “We are honored to have been selected by NY Chapter ACS.  Since its founding in 1983, Altfest has served the distinct financial planning and investment management needs of physicians.  As NY Chapter ACS’s partner, we will continue to offer members timely, helpful, and usable financial planning information through a variety of means, including webinars, email communications, Advisor Call-In Days, and when appropriate, live events.  We encourage members to take advantage of our educational content, which includes timely topics such as government relief programs and opportunities to take advantage of in a lower income year, in addition to creditor and asset protection, student debt management, tax reduction strategies, and more. We are pleased to offer NY Chapter ACS members a dedicated educational advisor who is on call to answer pressing financial questions at members’ convenience.”

“Given our many years of service to doctors,” Altfest continued, “we well understand the crucial part financial planning education plays in promoting their personal wellness.  Altfest Personal Wealth Management is gratified to have been chosen for this important role.”

To learn more about Altfest Personal Wealth Management’s comprehensive financial planning and investment management service for physicians, visit altfest.com/physicians. NY Chapter ACS members can schedule complimentary consultations on the financial topic of their choice at this link.

 


 

Altfest does not provide tax, legal, or accounting advice. In considering this material, you should discuss your individual circumstances with professionals in those areas before making any decisions. Registration does not imply a certain level of skill or training. For its sponsorship of this program, New York Chapter – American College of Surgeons receives nominal financial support from Altfest Personal Wealth Management to help underwrite association programs. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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Altfest has, from its founding in 1983, always been fee-only and a fiduciary. Altfest does diligent research in an effort to ensure every investment choice for each client is correct for that client in terms of cost, risk and prospects for future performance.

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