First Friday- Annual Financial Forecast with David Dietze

Point View Wealth Management's David Dietze, JD, CFA, CFP, Founder, President and Chief Investment Strategist, and John Petrides, MBA, Managing Director & Portfolio Manager, will kick off the New Year with their annual financial presentation to the Chamber. This valuable interactive presentation will help get you and your business ready to profit and prosper in 2018.

Tax Reform: What to expect and how it could impact your bottom line!
FAANG Stocks: What you should know now before jumping in!
Bitcoin: Is it too late?
Review of 2017 Investment Landscape: Who made money and why!
Wall Street Outlook 2018: What are the best opportunities for your 401K/IRA and other investment accounts!

About Point View: This locally owned, Summit based business, is an independent, SEC registered, investment advisor/financial planner since 1993. It's been ranked #5 on CNBC's list of the top 100 wealth managers in the country, managing nearly $350 million for 200 families and institutions. It adheres to the highest standards of fiduciary duty.

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Date and Time

Friday Jan 5, 2018
8:00 AM - 9:30 AM EST

8:00 Registration and Check In
8:20 Program Start

Location

The Grand Summit Hotel
570 Springfield Avenue
Summit, NJ 07901

Fees/Admission

Members - $20.00
Soon to Be Members - $30.00

Contact Information

Karen Hadley
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