A few days ago we held an in-person financial planning event at the Griffis Club in the Weill Cornell Medical Center. Our dynamic lineup of financial experts included Andrew Altfest, CFP®, Steven Novack, Daniel Duca, CFP® and moderator Courtney McKenna.

After an enjoyable cocktail hour social, the panelists led an engaged audience of healthcare practitioners in a discussion on their latest insights regarding investments, pending tax changes, retirement, estate planning and the sale of a medical practice.  We appreciated the opportunity to support our local healthcare providers!

To watch the full panel discussion, click the link below:

https://go.altfest.com/supercharge-your-finances-2025

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