SUMMIT, NJ - Claire Toth, Point View Wealth Management Vice President and Chief Operating Officer, will present 'Rewrite Your Financial Future With Clarity' November 15, beginning at 6 p.n., at SAGE Eldercare.
Life changes like divorce, job loss, and widowhood can be financially challenging and isolating. Those contending with a a life change are invited to hear Toth -- who wil be joined by award-winning New York Times business journalist and 'money coach' Kelley Holland -- discuss ways to take control of a new situation, set goals for the future, and make a plan to get where one wants to go.
Light refreshments will be served, and registration is required and available by calling 908-598-5548 or contacting email@example.com.
For over 25 years, Point View Wealth Management, Inc. has been working with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals, CNBC has named Point View one of the Top 100 fee-only wealth managers in America.
SAGE Eldercare has, since 1954, been focused on "helping to make the communities it serves amazing places to age." The organization provides a wide array of information, support, and services designed to help individuals lead the most independent and active lives possible, from helping with errands, to exercise classes, community programs, care planning, and home health care.