Join us on Tuesday, September 24, at 1 p.m. for a live complimentary webinar on 'The Most Important Questions for Retired Investors Today', featuring Point View Wealth Management's Founder, President and Chief Investment Strategist David Dietze and the firm's Portfolio Manager Donna St.Amant.
David and Donna will discuss how much you can spend from your nest egg, how much of your portfolio should be in stocks, bonds, and cash, how to minimize your tax.
To register, visit: events.genndi.com/register
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. Contact David Dietze, Claire Toth, Donna St.Amant, and Elaine Phipps, or call 908-598-1717 to learn more about Point View Wealth Management, Inc. and how we can help you and your family meet your financial objectives. To sign up for our complementary commentaries and newsletters, e-mail us at firstname.lastname@example.org.
CNBC has named Point View one of the Top 100 fee-only wealth managers in America.