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Time & Location
May 31, 6:30 PM – 7:30 PM EDT
About the event
Register here: https://us06web.zoom.us/webinar/register/WN__9qXumGTTQ2spIB_2h511A
Topic: What's Cooking at PCA?
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.
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