PCA Virtual Events

brunch and brainstorm
Sign Up Below
Topic: Tax Planning
The tax code is changing, are you prepared?

- Learn how to potentially generate Tax “Alpha” in your Portfolio?
- You may be familiar with Asset Allocation but how is your Asset Location?
- Understand efficient strategies to meet your IRA Required Minimum Distributions.
- What is a potential tax trap for married couples.
- Tax-efficient Charitable Giving.

We encourage you to invite anyone who may enjoy attending this PCA event!
Click the button below to RSVP!
  • Date: Wednesday, April 16, 2025
  • Time: 11:30 AM EST
  • Location: Zoom
Click to RSVP
wine down wednesday
Sign Up Below
Topic: Tax Planning
The tax code is changing, are you prepared?

- Learn how to potentially generate Tax “Alpha” in your Portfolio?
- You may be familiar with Asset Allocation but how is your Asset Location?
- Understand efficient strategies to meet your IRA Required Minimum Distributions.
- What is a potential tax trap for married couples.
- Tax-efficient Charitable Giving.

We encourage you to invite anyone who may enjoy attending this PCA event!
Click the button below to RSVP!
  • Date: Wednesday, April 16, 2025
  • Time: 6:30 PM EST
  • Location: Zoom
Click to RSVP