Webinar/Presentations IN 2020
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.