Dr. Karen Altfest, CFP, PhD COURSE CODE: 107E
Tuesday, April 2nd – 6:00 pm to 8:00 pm


“Financial Smarts for Women Dentists”

This presentation is graciously co-sponsored by Altfest Personal Wealth Management

Karen C. Altfest, Ph.D., CFP®, will be hosting an event at The Greater Long Island Dental Meeting geared towards helping women dentists take control of their finances.

Karen has been educating and empowering women for decades; her experience suggests that women often neglect or delegate their finances. Just recently, Karen was told by women dentists that they wish to practice dentistry and not be business people. However, through a few easy and practical tips, women can be more proactive in planning for their future in a thoughtful manner.
The learning objectives of this presentation will include:

  • The importance of setting goals and how to achieve them
  • Preparing for your future through effective cash flow and retirement planning
  • 5 issues women are often reluctant to address
  • Reducing taxes for active and retired dentists
  • Transitioning your practice through smart succession planning strategies

At the end of the presentation, Karen will provide a list of resources and organizations where more information can be found.

Dr. Karen Altfest, CFP, PhD
Karen Caplan Altfest, PH.D., CFP, is a Principal Advisor at Altfest Pesonal Wealth Management. She helps many of the firm’s clients on a variety of investment and financial planning issues, and specializes in helping women clients and widows. Karen’s Financially Savvy Woman programs, including the Women’s Financial Spa, are popular with clients, and she and the firm host a variety of events throughout the year to educate and empower clients.