PCA Virtual Events

brunch and brainstorm
Sign Up Below
Topic: Lifting the Curtain….What Considerations Go Into Constructing Your Portfolio?
Tune in to this informative one-hour virtual event hosted by Ryan Poterack, CEO and Wealth Manager at PCA - and guest speaker Tim Holland, our Chief Investment Officer!

This is sure to be a well-attended event! Ryan and Tim will touch on the importance of the following items, when constructing a client portfolio:

- Defining investment goals
- Asset Allocation
- Security Selection Process
- Portfolio Optimization Techniques
- Monitoring and rebalancing
- Alternatives; Buffered Strategies

We encourage you to invite anyone who may enjoy attending this PCA event!
Click the button below to RSVP!
  • Date: Wednesday, March 19, 2025
  • Time: 11:30 AM EST
  • Location: Zoom
Click to RSVP
wine down wednesday
Sign Up Below
Topic: Lifting the Curtain….What Considerations Go Into Constructing Your Portfolio?
Tune in to this informative one-hour virtual event hosted by Ryan Poterack, CEO and Wealth Manager at PCA - and guest speaker Tim Holland, our Chief Investment Officer!

This is sure to be a well-attended event! Ryan and Tim will touch on the importance of the following items, when constructing a client portfolio:

- Defining investment goals
- Asset Allocation
- Security Selection Process
- Portfolio Optimization Techniques
- Monitoring and rebalancing
- Alternatives; Buffered Strategies

We encourage you to invite anyone who may enjoy attending this PCA event!
Click the button below to RSVP!
  • Date: Wednesday, March 19, 2025
  • Time: 6:30 PM EST
  • Location: Zoom
Click to RSVP