Webinar/Presentations IN 2019

June 13, 2019

David Dietze and John Petrides presented to the Activities Unlimited Investment Group on “The Most Important Questions for Retired Investors." Click This email address is being protected from spambots. You need JavaScript enabled to view it.  to contact us for a copy of the presentation.

 

June 5, 2019 

Three Attractive Sectors in Today’s Market - Finding long term investment opportunities in today’s market, click here to view.

 

May 8, 2019

Are You Overpaying Taxes Through Your Asset Allocation? - Click here to learn how to allocate your assets to help you secure your wealth.

 

 

April 10, 2019

How We Can Help You Reach Your Financial Goals! - Click here to view our latest webinar.

March 29, 2019 

David Dietze and Donna St. Amant proudly presented at our Lunch & Learn on Retirement Income Strategies.

February 26, 2019  - Webinar

How do you tackle the ever rising costs of college? Click here to view our latest webinar to hear more about preparing your finances. 
 

 

January 25, 2019  - Webinar

What does 2019 have in-store for investors? Click here to view our latest webinar to hear more about the market outlook for 2019. 

 

January 17, 2019

Point View's Claire Toth and Kelley Holland, award-winning New York Times business journalist and money coach, proudly presented to  SAGE Eldercare to discuss Rewrite Your Financial Future With Clarity.  Click here to view presentation. 
 

 

January 4, 2019

David Dietze and John Petrides kicked off the New Year with their annual financial presentation discussing A Look Back, A Look Forward: Ten Ways to Improve Your Finances in 2019 to the Suburban Chamber of Commerce. Click here to view 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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