Webinar/Presentations IN 2020
July 30, 2020
June 25, 2020
- Understand the roles different asset classes play
- Build diversification into your portfolio
- Learn how to buy low and sell high
May 28, 2020
Investment Fundamentals Amid Covid-19: David Dietze & Elaine Phipps share practical advice on managing your investments through this pandemic. Click here to watch webinar.
April 30, 2020
Understanding the CARES Act - Claire Toth and Fritz Schoenhut review key provisions of the CARES Act. Discover how you and your family may benefit. Click here to watch webinar.
March 24, 2020
The Coronavirus and Your Portfolio - David Dietze and Donna St.Amant will separate fact from fiction on this growing pandemic, including what actions you need to take now to protect your portfolio. Click here to watch webinar.
February 27, 2020
SECURE Act - what it means for you and your family? - Point View’s Claire Toth and Elaine Phipps shared preliminary thoughts about planning around it. Click here to watch webinar.
January 31, 2020
2019 was one of the strongest years on record for the S&P 500 which begs the question: where do we go from here? - David Dietze and Fritz Schoenhut looked back on 2019 and discussed the opportunities investors are facing as we continue on into 2020. Click here to watch webinar.