Wine Down Wednesday

Register here:  https://us06web.zoom.us/webinar/register/WN__9qXumGTTQ2spIB_2h511A

Topic: What's Cooking at PCA?

Description

Join from the comfort of your home! This unique online event will cover the following items:

•          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.