Questions? Call the delightful Anna at
704-366-5776 ext. 289

You pick the date…..

Register for our March 20th or March 22nd Evening Workshop:

Retirement Income Planning; Paycheck Replacement!

Reserve your spot now. Share the wealth and bring a friend!

You are the expert on what is important to you. We are an experienced and knowledgeable Fiduciary planning firm.

Together, you and I know more about how to accomplish your retirement dreams than either of us do alone!

Host Ryan Poterack, financial advisor and CEO of PCA, Inc., invites you to our next Evening Workshop. 

We do not invite the general public, but we encourage you to bring great people you care for. If you bring someone, we have a gift for you and your guest(s)!

Bring a first-time workshop guest, and both of you will receive a signed copy of Ryan’s book, Making it Count!

When & Where:

Tuesday, March 20, 2018 or Thursday, March 22, 2018. 

The Palm Restaurant

Phillips Place, 6705 Phillips Pl Ct.

Charlotte, NC 28210

Hosted By:

Ryan Poterack, financial advisor and CEO of PCA, Inc.


Heavy appetizers will be available at 5:30 p.m. The presentation will begin promptly at 6:00 p.m. Share the wealth and bring a friend!

Ryan will dive into this important topic, covering items such as:

  • Learn how you may improve Income Efficiency. This means more income from less principle!
  • Do you want to spend and enjoy your money or pass it on to kids, etc?
  • Pensions; Should you take the Lump sum or Annuity option?
  • How Steady is your Retirement Paycheck?  Your Income Stability Ratio (ISR) matters!

These and other questions — including yours — are on the table for discussion. You can expect a fun and insightful session.  Share the wealth and bring a friend!

We encourage you to bring guests who may be interested in the subject. Provide their full name and email address on the form or call the delightful Anna at 704-366-5776, ext. 289.

Reservations are required.

RSVP to this event

All reservations should be placed by
Monday, March 19th, 2018.