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VideoWEBINAR Doing Well While Doing Good: Investing for a Better Future

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On Wednesday, October 28, 2020, Senior Financial Advisors Steven Novack and Ben Lake shared their insights on impact investing including:

  • The evolution of the socially responsible investment landscape
  • The Altfest approach to impact investing
  • Implementing impact investment strategies

Below is a video replay of the webinar for you to watch and share at your convenience.
The foregoing content reflects the opinions of Altfest Personal Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance 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.

Steven Novack, CPA, CFP, MBA
Senior Financial Advisor at Altfest Personal Wealth Management | View All Posts

Steven works with clients and their families to develop and implement financial plans designed to achieve their personal and financial goals.  Before joining the firm Steven started worked in public accounting for Deloitte and also spent time as a finance director for trading desks at international investment banks such as Bear Stearns, Lehman Brothers and Deutsche Bank.

Steven earned a BS in Accounting from The George Washington University in Washington, D.C., and an MBA with concentrations in Finance and Marketing from New York University. He is a licensed CPA, and a CFP® professional.

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