Events

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

• Managing tax benefits while supporting the causes that matter most to you
• Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
• Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
• Tax-related considerations when donating appreciated assets such as stock or real estate
• How charitable giving can align with your long-term planning objectives

Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

Come out for a day of community, connection, and contribution!

Join the Point to Point Wealth Planning team for a community social that gives back in two impactful ways:

Donate Blood - The Blood Bank of Delmarva’s Mobile Donation Bus will be on-site to help address our region’s ongoing blood supply shortages.

Shred Your Documents -Protect your personal information with complimentary shredding services.

Plus: Enjoy delicious food, tasty treats, and friendly conversation!

Your support makes a difference—but there’s no obligation to donate to participate.

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

• Combining finances in relationships
• Managing divorce or remarriage
• Planning for education and major purchases
• Preparing for retirement and healthcare needs
• Caring for aging loved ones
• Creating a lasting legacy

Why it matters:
Life is full of transitions—some planned, someunexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:
Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

Volatility in the markets is not an uncommon phenomenon; it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

The goal of the session is to help:

• Understand how our emotions and behaviors can impact investment decisions

• Instill healthy financial behaviors

• Focus on goals and not 24-hour news cycle

This is not your typical women &investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages.

Why it matters:
Women are a growing economic force. Whether by choice or circumstance, many will take charge of their finances at some point. This session helps prepare you for that role with confidence, clarity, and a plan.

Key Takeaways:

• How financial planning impacts long-term security
• What to expect at different life stages
• Real-life scenarios and practical tools
• How to guide others on this journey

Don’t miss this opportunity to gain confidence, build knowledge, and make a real impact

Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps.

Join us for an open house at our office, where you can indulge in a delicious variety of sweet and savory pies. Whether you crave something sweet or lean towards savory, we've got something just for you! It’s great chance to connect with our team in a laid-back atmosphere.

No matter how you slice it, pie is much more enjoyable with the P2P team! We can’t wait to celebrate with you.