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Wed, Mar 22



Brunch & Brainstorm

Topic: Your Portfolio Construction

Registration is Closed
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Brunch & Brainstorm
Brunch & Brainstorm

Time & Location

Mar 22, 2023, 11:30 AM – 12:30 PM EDT


About the event

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Topic: Your Portfolio Construction


Join from the comfort of your home! This unique online event will cover the following topics, plus more!

  • What is the most important factor determining your rate of return?
  • Gain understanding as to why you may own the investments you own.
  • What leads us (PCA) to invest your money differently than another client.
  • How do we invest differently for Income objective versus Growth objective?
  • Understand why we might invest different accounts in your household, differently.

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