Webinar/Presentations

October 24, 2018 - Webinar

The Longest Bull Market in History: Is Your Portfolio Prepared When it Stops?  presented by David Dietze & John Petrides. 

 

October 15, 2018

John Petrides proudly presented to the Ridgewood Hobbyists today and discussed The Longest Bull Market in History: Is Your Portfolio Prepared When it Stops. Interested in learning more, please email us at This email address is being protected from spambots. You need JavaScript enabled to view it. .

 

September 25, 2018 - Webinar

Dirty Little Secrets of Annuities - we will cover issues regarding owning an annuity such as: liquidity concerns, fees, and tax complications to name a few. 

 

 

August 28, 2018 - Webinar

Whether already retired or approaching it, you need a plan for your assets in retirement. This webinar offers some thoughts and suggestions.

 

August 15, 2018 

David Dietze & John Petrides were proud to present to the Summit Old Guard on Top Retirement Income Strategies on August 14, 2018. Please email us at This email address is being protected from spambots. You need JavaScript enabled to view it. for a copy of the presentation.

 

July 27, 2018 - Webinar

webinar discussing an “Introduction to Point View Wealth Management, Inc.” This interactive webinar will provide insight as to how Point View has been helping individuals and families achieve their financial goals for the past 25 years. Click here to watch.


May 8, 2018

Yours truly and event chair Dr. Charlie Tian were delighted for the great turnout at the 2018 GuruFocus Value Conference in Omaha this past weekend! Thank you to all those who attended as well as presented! Please make plans for next year's conference, May 2-3, 2019.

 

 

 

 

 

 

 

 

 

 

 

March 28, 2018

Point View’s David Dietze and Claire Toth shared insights (3.27.18) on the impact of tax reform on homeowners and our local businesses with the Watchung office of Berkshire Hathaway HomeServices!

 

March 26, 2018

Sign up now to hear Point View’s Claire Toth speak on tax reform on Wednesday, April 4, 2018 at the Summit Free Public Library.

 

January 26, 2018

Point View’s David Dietze and Claire Toth shared insights (1.26.18) on the impact of tax reform on homeowners and our local businesses with the New Providence office of Berkshire Hathaway HomeServices!

 

January 24, 2018

Point View’s David Dietze and Claire Toth were honored to participate on a local panel to analyze the impact of tax reform on homeowners and our local business community. Click here to learn more.

 

January 5, 2018

Point View Wealth Management's David Dietze, JD, CFA®, CFP®, Founder, President and Chief Investment Strategist, Claire E. Toth, JD, MLT, CFP®, Vice President and  John Petrides, MBA®, Managing Director & Portfolio Manager, kicked off the New Year with their annual financial presentation to the Suburban Chamber of Commerce.   The trio presented to a packed room on the impact of the new tax laws to investors and the markets, and gave their investment outlook for 2018. Click here to view PowerPoint Presentation.
 

 

 

 

 
 

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Point View Wealth Management, Inc.
382 Springfield Avenue, Ste. 208
Summit, NJ 07901-2707
Phone: 908-598-1717
Fax: 419-844-0922
Email: firm@ptview.com
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