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Wed, Feb 28

|

Zoom

Wine Down Wednesday

TOPIC: What PCA Can Do For You!

Wine Down Wednesday
Wine Down Wednesday

Time & Location

Feb 28, 2024, 6:30 PM – 7:30 PM EST

Zoom

About the event

REGISTER HERE

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 Wealth.com.
  • 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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