Planned Giving Seminar: Doing Well While Doing Good

At the Summit Area YMCA, we are proud to provide programs and services that help our community to learn, grow and thrive. Join us in a Planned Giving seminar presented by local financial pros, David Dietze and Claire Toth of Point View Wealth Management.

Questions about the Coronavirus's impact on the stock market? What is the new SECURE Act? How can I lower my tax bill? Learn about planned giving strategies, financial planning and how you can make better financial decisions for the prosperity of you and your family.

We will use real life examples to illustrate and explain the process of lowering your tax bill and discuss your most pressing financial and investment questions. Light refreshments will be served.


Berkeley Heights YMCA 
Date: March 18 
Time: 11:00AM 

Summit YMCA
 
Date: March 24 
Time: 7:00PM 

Register online at www.thesay.org/pgseminar 

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About the Summit Area YMCA 

The Summit Area YMCA is one of the area’s leading 501(c)(3) charitable organizations. Founded in 1886, the Summit Area YMCA has a history steeped in working side-by-side with our neighbors to ensure that everyone, regardless of age, income and background, has the opportunity to learn, grow and thrive. Each year, we serve more than 10,000 individuals with our free and fee-based programs and services in an area spanning the communities of Berkeley Heights, Gillette, Millburn, New Providence, Short Hills, Springfield, Stirling and Summit. Through the generosity of our members, donors, and partners, we are able to offer financial assistance for our programs and services to those with demonstrated need. 

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About Point View Wealth Management 

Point View Wealth Management is an SEC registered investment adviser and part of Peapack Private, the wealth management division of Peapack-Gladstone Bank. Point View Wealth Management provides customized portfolio management services and comprehensive financial planning solutions to each family’s unique financial situation. We have been recognized by CNBC, Financial Advisor magazine, and Bloomberg Wealth Magazine as one of the top RIA’s in the country.

Contact Information
Wed, March 18
11:00 am — 12:00 pm
Add to My Calendar 03/18/2020 11:00am 03/18/2020 12:00pm America/New_York Planned Giving Seminar: Doing Well While Doing Good

At the Summit Area YMCA, we are proud to provide programs and services that help our community to learn, grow and thrive. Join us in a Planned Giving seminar presented by local financial pros, David Dietze and Claire Toth of Point View Wealth Management.

Questions about the Coronavirus's impact on the stock market? What is the new SECURE Act? How can I lower my tax bill? Learn about ...

59 Locust Avenue Berkeley Heights, NJ 07922

Berkeley Heights YMCA

59 Locust Avenue
Berkeley Heights, NJ 07922

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Voters also advised on Vote-by-Mail.

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Lesser known provisions of SECURE act

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