First Friday Networking: "Annual Financial Forecast and Year in Review!" with David Dietze
David Dietze, JD, CFA, CFP, Managing Principal, Senior Investment Strategist, of Peapack Private with $10.4 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 2024.
" Inflation: How high is high and how do you protect your assets?
" Federal Reserve: When will the interest rate hikes stop and how to position yourself!
" Review of 2023 Investment Landscape: Who made money and why!
AI: How it may affect your portfolio.
" Wall Street Outlook 2024: What are the best opportunities for your 401K/IRA and other investment accounts!
About Peapack Private: Peapack Private 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-Gladstone Bank in 2019.
" Inflation: How high is high and how do you protect your assets?
" Federal Reserve: When will the interest rate hikes stop and how to position yourself!
" Review of 2023 Investment Landscape: Who made money and why!
AI: How it may affect your portfolio.
" Wall Street Outlook 2024: What are the best opportunities for your 401K/IRA and other investment accounts!
About Peapack Private: Peapack Private 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-Gladstone Bank in 2019.
Date and Time
Friday Jan 5, 2024
8:00 AM - 9:30 AM EST
8AM registration and networking, 8:20 program start
Location
The Broadway Diner
55 River Road, Summit
Fees/Admission
Free to attend & BYOB (buy your own breakfast)
Website
Contact Information
Karen Hadley, Executive Director
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