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Wed, Feb 28



Brunch & Brainstorm

Topic: What PCA Can Do For You!

Registration is Closed
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Brunch & Brainstorm
Brunch & Brainstorm

Time & Location

Feb 28, 2024, 11:30 AM – 12:30 PM EST


About the event

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Topic: What PCA Can Do For You!

Join from the comfort of your home! This unique online event will feature Ryan Poterack touching on the following...

  • Tax strategies & planning. Tax return analysis providing a free Tax Report.
  • Estate planning. Preparation or amending Wills, Trusts, and other documents using
  • Analysis and proactive management of employer 401k accounts.
  • Life & Long-term care insurance.
  • Subject matter expert referrals (CPA, Attorney, Medicare Supplements)

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