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Wed, May 31



Brunch & Brainstorm

Topic: What's Cooking at PCA?

Registration is Closed
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Brunch & Brainstorm
Brunch & Brainstorm

Time & Location

May 31, 2023, 11:30 AM – 12:30 PM EDT


About the event

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Topic: What's Cooking at PCA? 

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

•          Learn the latest on merger between TD Ameritrade and Charles Schwab.

•          Augmenting our Succession plan, staffing “bench”, and industry scale.

•          Adding a process for client Estate Planning documents, at no cost.

•          Access to Institutional “Direct Indexing” for pursuing tax-efficiency.

•          PCA future Vision; Interesting statistics and seeking organic growth.

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