First Friday -- Annual Financial Forecast and Year in Review
David Dietze, JD, CFA, CFP, Managing Principal of Peapack Private, with $12 billion under management and located in Summit, will kick off the New Year with his annual financial presentation to the Chamber. This valuable interactive presentation will help get you and your business ready to profit and prosper in 2025.
- The New Administration: What can you expect and what are the opportunities and pitfalls!
- Federal Reserve: Will it lower interest rates and how to position yourself!
- Review of 2024 Investment Landscape: Who made money and why!
- AI: How it may affect your portfolio.
- Tariffs: Who are the winner and losers!
- Wall Street Outlook 2025: What are the best opportunities for your 401K/IRA and other investment accounts!
About Peapack Private: PP helps its clients realize their financial dreams, including retirement income strategies, portfolio investment advice, and tax savvy financial planning. David founded in 1993 Point View Wealth Management (PVWM), an SEC registered investment adviser, which became part of Peapack in 2019.
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Date and Time
Friday Jan 10, 2025
8:00 AM - 9:00 AM EST
8:00 am --- Networking
8:15 am -- BYOB *
8:30 am -- Program
Location
The Broadway Dinner
55 River Road, Summit
Fees/Admission
* Buy Your Own Breakfast
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