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 this free Planned Giving seminar presented by local financial pros, David Dietze and Claire Toth of Point View Wealth Management.
Questions about the Coronavirus' 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.
Date: Wednesday, March 18
Date: Tuesday, March 24
Annual Campaign & Community Engagement Manager
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.
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.