Webinar/Presentations IN 2019

December 19, 2019

Year End Planning: Finish Strong, Set Yourself Up For Success - Click here to watch the replay of Claire Toth and Donna St.Amant as they discuss simple steps to improve your financial future.


November 19, 2019

Outlook 2020: How to Best Position Your Portfolio to Make Money Next year - Click here to watch the replay of David Dietze and Elaine Phipps as they explain the current trends in the market and how they should influence your portfolio and investment strategy.


October 29, 2019 

Cybersecurity: The 800 lb. Threat to Your Financial Security - Click here to review actual case studies of attempted financial cyberfraud. Get tips on how to protect yourself and your assets.




September 24, 2019 

The Most Important Questions for Retired Investors Today - Click here to learn many key topics, including how much you can spend from your nest egg, how much of your portfolio should be in stocks, bonds, and cash, how to minimize your taxes, and many other issues. 

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, a Peapack Private Firm
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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