Financial Planning for Healthcare Professionals

November 6, 2013

By: Jeffrey B. Scheer

Brought to you by Altfest Personal Wealth Management in conjunction with Bond, Schoeneck & King PLLC

6 - 9 p.m.
Altfest Personal Wealth Management
425 Park Avenue, 24th Floor, New York, NY 10022

Who should attend
Practicing and retired healthcare professionals and their spouses/partners, friends and colleagues.

Agenda
6 p.m.
Registration

6:30 p.m.
Lew Altfest, Ph.D., CFP®, CFA, CPA, PFS
Optimizing Your Year-End Investment Strategies

• Altfest’s economic and market outlook
• Key investment opportunities available to healthcare professionals today
• Protecting your portfolio against interest rate fluctuations
• How to avoid investing pitfalls that can diminish your returns
• Total portfolio management for the right investment fit

7 p.m.
Jeff Scheer, Esq.
Business, Succession and Asset Protection Planning
• Current legal practice models
• Current trends in healthcare practices
• Asset protection strategies: Simple to complex
• Succession and estate planning opportunities

7:30 p.m.
Joe Greenman, Esq.
Estate Planning for Healthcare Professionals
• Planning for incapacity
• Non-Tax options for 2013
• Tax concerns in a 2013 estate plan
• Wealth production vs. payment of estate taxes
• Estate planning concerns particular to healthcare practitioners

8 p.m.
Paul Palazzo, CFP®
What You Should Do Right Now About Year-End Planning
• Mitigating the biggest risks in retirement
• The power of tax deferral, and effective ways to achieve it
• Reevaluating your practice’s pension plan
• 2013 year-end tax planning - managing the effect of the tax increases
• Planning for the new healthcare exchanges

8:30 p.m.
Closing Remarks & Catered Reception

Speakers
Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS, CEO and Chief Investment Officer
Altfest Personal Wealth Management

Joseph A. Greenman, Esq.
Member (Partner) Chair, Trust and Estate Department, Bond, Schoeneck & King, PLLC

Paul Palazzo, CFP®, COA
Altfest Personal Wealth Management

Jeffrey B. Scheer, Esq.
Member (Partner) Bond, Schoeneck & King, PLLC

Deadline for registration is Thursday, October 31
Register early because space is limited

This event is intended for the invited guests of Altfest Personal Wealth Management and Bond, Schoeneck & King, PLLC, who reserve the right to deny admission to any applicant.