WEBINAR/PRESENTATIONS IN 2018
Webinar in 2018
December 20, 2018 - Webinar
5 Financial Must-Dos Before Year - 2018 is coming to an end. Join this webinar to make sure you have completed these 5 financials to-dos.
December 18, 2018
Point View's John Petrides was a panelist recently at Barron’s initial Risk Reward Conference on: "Longevity an Aging Economy." Petrides was on the panel along with Joe Coughlin of MIT AgeLabs and moderator Katherine Bell, Editor in Chief of Barron’s Magazine.
December 13, 2018
David Dietze and John Petrides proudly presented to the Activities Unlimited investment group this morning in Wyckoff New Jersey. We discussed topics related to retirement income planning. It was a great group with lots of very interesting questions. To download a copy of the slide deck, please click here.
November 21, 2018 - Webinar
Planning Your "Planned Giving" During the Season of Giving - presented by Claire Toth & John Petrides.
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
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
July 27, 2018 - Webinar
A 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