SUMMIT, NJ - Claire E. Toth, Vice President and Chief Operating Officer for Summit-based Point View Wealth Management, will be part of “Can We Talk? Boomers and Parents Talking about Money – Real Life Scenarios You Can Relate To.” The program will be held May 20, from 7:30 - 9 p.m. at SAGE Eldercare.
Using real life scenarios, "war stories", and practical advice, a panel of experts will provide advice focusing on cyber fraud, estate planning, insurance, managing the cost of senior care, and how to pick a financial planner. In addition to Toth, panelists will include representatives from several other investment / wealth management firms, as well as SAGE.
Toth, JD, MLT, CFP™, advises clients on financial, estate, and retirement planning issues, from the most complex to the most basic. She is also Of Counsel to the Summit law firm of Bourne, Noll & Kenyon, and serves as Secretary of the Summit Historic Planning commission, and Treasurer of the Summit Bar Association.
Toth also belongs to the Summit business & Professional Women’s Club, and the Financial Planning Group of Suburban New Jersey. Previously, she served as Treasurer of the Summit Educational Foundation, the Summit BPW, and of Macculouch Hall House Museum. She speaks frequently before a variety of groups, ranging from the American Bar Association to the New York Society of CPAs.
Point View is an independent, fee-only SEC registered investment advisor, providing customized investment services to families, trusts, and retirement plans.
"We are very pleased to be able to bring together this esteemed panel to help area residents approach this very difficult and awkward conversation on finances,” stated Dawn K. Knill, CFRE, SAGE Eldercare Director of Development & Public Relations. “Because our panelists are local businesswomen and businessmen, they are able to help their neighbors with advice and, in return, local residents can benefit from obtaining guidance from panelists who are more likely to fully understand their situation.” Attendees are encouraged to share their questions when they register, so that all aspects of this topic can be addressed.
Registration is required for this free presentation, which is open to the public. To reserve your seat, please register in advance by calling Dawn Knill at 908 / 598-5503, or by emailing firstname.lastname@example.org. SAGE’s is located at 290 Broad Street.