Point To Point Wealth Planning

Educators and school staff, this one is for you!

After a year of early mornings, endless planning, and showing up for others every single day, you deserve a moment to relax, connect, and be celebrated.

Join us tomorrow Friday, June 12th at Piccolina Toscana in Wilmington for Cheers to Summer Break, an appreciation happy hour hosted by our advisor Chris Clarke.

Enjoy cocktails, light bites, great conversation, and a well-deserved toast to everything you do throughout the year.

You are welcome to bring a friend, fellow educator, or school staff member who deserves to be celebrated too.

Know a teacher, educator, or school staff member who would enjoy this? Please share this with them and invite them to join us.

Friday is almost here, and we would love to include you.

RSVP here: https://www.ameripriseadvisors.com/chris.clarke/lp/event/1/

Cheers to summer break. You earned it. 🥂

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

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Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

This Memorial Day, we remember those who gave their lives in service to our country.