Events - PinPoint Planning & Strategic Consulting

Wednesday, August 28th | 6:00pm EDT

Successful Business Owners Paying Too Much In Taxes

Tuesday, August 27th | 9:00am EDT

The Virtual Family Office: Client Experience

Monday, August 26th | 6:00pm EDT

Stronger Together - Collaborate to Serve Your Clients Better

Sunday, August 25th | 9:00am EDT

Stronger Together: Collaborate to Serve Your Clients Better

Thursday, August 15th | 9:00am EDT

Monday, August 12th | 12:00pm EDT

Friday, August 2nd | 3:00pm EDT

Friday, August 2nd | 12:00pm EDT

The Business of Selling Your Business

Wednesday, July 10th 12:00pm - 2:00pm EDT

Happy Independence Day

Thursday, July 4th | 10:00am EDT

Happy Juneteenth!

Wednesday, June 19th | 12:00pm EDT

Understanding Estate Planning

Saturday, June 8th 12:00pm - 1:00pm EDT

Benefits of Purchasing Bulk Minerals and Donating to Charity

Monday, June 3rd | 12:00pm EDT

Happy Memorial Day!

Monday, May 27th | 9:00am EDT

Stronger Together: Collaborate to Serve Your Clients Better

Friday, May 10th | 8:00am EDT

Proactive Planning for Medical Professionals v2

Sunday, May 5th | 12:00pm EDT

Stronger Together: Collaborate to Serve Your Clients Better

Thursday, May 2nd | 6:21pm EDT

Proactive Planning for Boat People v2

Thursday, May 2nd | 1:00pm EDT

Charitable Gift Financing

Thursday, April 11th | 12:00pm EDT

The Art of Financing

Wednesday, April 3rd 12:00pm - 2:00pm EDT

The Legacy-IRA

Monday, March 25th | 9:00am EDT

Risk Mitigation for Business Owners

Wednesday, March 13th | 9:00am EDT

Enhance Your Business - Business Owner Benefit Plans and Employee Retention Plans

Tuesday, February 20th | 12:00pm EST

Friday, February 9th | 7:04pm EST

Plan Better For the Exit of Your Business

Wednesday, February 7th 12:00pm - 2:00pm EST

Tuesday, February 6th | 12:00pm EST

Stronger Together: Collaborate to Serve Your Clients Better

Monday, January 29th | 4:00pm EST

Monday, January 29th | 12:00am EST

Thursday, January 25th | 9:00am EST

Merry Christmas

Monday, December 25, 2023 | 7:00am EST

Stronger Together: Collaborate to Serve Your Clients Better

Monday, December 11, 2023 | 11:15am EST

Optimize Wealth by Investing in Clean Energy Assets

Wednesday, November 1, 2023 12:00pm - 2:00pm EDT

Happy Halloween!

Tuesday, October 31, 2023 | 9:00am EDT

Monday, October 30, 2023 | 9:00am EDT

Friday, October 27, 2023 | 6:00pm EDT

Friday, October 27, 2023 | 12:00pm EDT

Tuesday, October 24, 2023 | 12:00pm EDT

Risk Mitigation for Business Owners

Wednesday, October 4, 2023 12:00pm - 2:00pm EDT

Thursday, September 28, 2023 | 11:00am EDT

Wednesday, September 20, 2023 | 6:00pm EDT

Tuesday, September 19, 2023 | 12:00pm EDT

Tuesday, September 19, 2023 | 8:00am EDT

6 Key Aspects of Business Advice – Part 2

Thursday, September 14, 2023 | 6:13pm EDT

6 Key Aspects of Business Advice – Part 2

Wednesday, September 6, 2023 12:00pm - 2:00pm EDT

Reducing Costs and Boosting Profit: Discovering Expense Reduction Strategies

Wednesday, July 12, 2023 12:00pm - 3:00pm EDT

Stronger Together: Collaborate to Serve Your Clients Better

Monday, July 10, 2023 | 1:00pm EDT

Wednesday, July 5, 2023 | 12:00pm EDT

Happy Independence Day

Tuesday, July 4, 2023 | 9:00am EDT

Friday, June 23, 2023 | 9:00am EDT

Thursday, June 22, 2023 | 6:00pm EDT

Thursday, June 22, 2023 | 12:00pm EDT

Outsourced CFO Services – Why You Need Them

Wednesday, June 7, 2023 12:00pm - 1:00pm EDT

Happy Memorial Day!

Monday, May 29, 2023 | 9:00am EDT

Happy Cinco de Mayo!

Friday, May 5, 2023 | 10:00am EDT

Understanding Tax Credit Strategies

Wednesday, May 3, 2023 12:00pm - 1:00pm EDT

Thursday, April 20, 2023 | 11:00am EDT

Tuesday, April 18, 2023 | 12:00pm EDT

Happy Easter!

Sunday, April 9, 2023 | 9:00am EDT

Disability Insurance - The Risks of Waiting

Wednesday, April 5, 2023 12:00pm - 1:00pm EDT

The Legacy-IRA

Monday, April 3, 2023 | 9:00am EDT

Saturday, March 25, 2023 | 12:00pm EDT

Friday, March 24, 2023 | 8:00am EDT

Thursday, March 23, 2023 | 7:00pm EDT

6 Key Aspects of Business Advice – Part 1

Wednesday, March 1, 2023 12:00pm - 1:00pm EST

The Appeal of the Virtual Family Office

Wednesday, March 1, 2023 | 9:00am EST

Reducing Expenses for Business Owners

Friday, February 24, 2023 | 12:00pm EST

6 Key Aspects of Business Advice

Wednesday, February 15, 2023 | 4:00pm EST

Reducing Expenses for Business Owners

Tuesday, February 7, 2023 | 10:01am EST

Friday, February 3, 2023 | 7:00pm EST

Friday, February 3, 2023 | 5:00pm EST

Thursday, February 2, 2023 | 12:00am EST

Charitable Gift Financing

Wednesday, February 1, 2023 12:00pm - 1:00pm EST

Wednesday, February 1, 2023 | 9:00am EST

Monday, January 30, 2023 | 11:00am EST

Tuesday, January 17, 2023 | 1:00pm EST

Tuesday, January 17, 2023 | 11:00am EST

Sunday, January 15, 2023 | 1:00pm EST

Saturday, January 14, 2023 | 12:00pm EST

Saturday, January 14, 2023 | 10:00am EST

Friday, January 13, 2023 | 5:10pm EST

The Legacy-IRA

Wednesday, January 4, 2023 12:00pm - 1:00pm EST

Happy New Year

Sunday, January 1, 2023 | 8:00am EST

Merry Christmas

Sunday, December 25, 2022 | 8:00am EST

Happy Holidays!

Saturday, December 24, 2022 | 8:00am EST

Happy Hanukkah II

Thursday, December 22, 2022 | 10:00am EST

Thursday, December 15, 2022 | 12:00pm EST

Wednesday, December 14, 2022 | 1:00pm EST

Tuesday, December 13, 2022 | 12:00pm EST

Reducing Expenses for Business Owners

Thursday, December 8, 2022 | 9:00am EST

Depreciating Commercial Real Estate The Smart Way

Wednesday, December 7, 2022 12:00pm - 1:00pm EST

How a Financial Advisor Can Help You

Tuesday, December 6, 2022 | 10:00am EST

The Appeal of the Virtual Family Office

Monday, December 5, 2022 | 9:00am EST

Friday, November 25, 2022 | 8:00pm EST

Friday, November 25, 2022 | 2:00pm EST

Friday, November 25, 2022 | 9:00am EST

Happy Thanksgiving

Thursday, November 24, 2022 | 9:00am EST

Monday, November 21, 2022 | 3:00pm EST

Happy Veterans Day

Friday, November 11, 2022 | 2:30pm EST

Thursday, November 10, 2022 | 2:00pm EST

Wednesday, November 9, 2022 | 2:00pm EST