"Make Your Charitable Dollars Go Further" - Join us on Wednesday, June 10 at 1 p.m. ET for a live webinar.
Summit Area YMCA and Point View Wealth Management invite you to learn how to benefit your favorite charity while reducing your own tax bill. Point View's David Dietze and Claire Toth will share strategies to do good and save money. Paul Kieltyka, the Summit Y's President and CEO, will make opening remarks.
Register Here: https://bit.ly/2XYCOX2
Point View Wealth Management is an SEC-registered investment adviser and part of Peapack Private Wealth Management. For over 25 years, Point View Wealth Management has been providing customized portfolio management services and comprehensive financial planning solutions for individuals and their families to develop and achieve their financial goals.
Contact us at firstname.lastname@example.org or call us at 908-598-1717 to learn more about us and how we can help you and your family meet your financial objectives.
Point View Wealth Management is located at 382 Springfield Avenue, Suite 208, in Summit.