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Wed, Mar 22



Wine Down Wednesday

TOPIC: Your Portfolio Construction

Registration is Closed
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Wine Down Wednesday
Wine Down Wednesday

Time & Location

Mar 22, 2023, 6:30 PM – 7:30 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 items: • 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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