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

Register for our next Evening Workshop:

Tax Strategies Expiring New Year’s Eve 2017

Reserve your spot now. Space is limited.

Will you be concerned about your income tax bill as your numbers get crunched by a professional or software program next year? This month we explore strategies with a deadline of 12/31/2017, that may improve your numbers next Spring!

Host Ryan Poterack, financial advisor and CEO of PCA, Inc., invites you to our next Evening Luncheon. Let’s have a Fun & Friendly final workshop for 2017!

When & Where:The Palm RestaurantTuesday November 28, 2017

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

  • What is your IRA Exit Strategy? Learn how to take advantage of “tax bracket arbitrage”?
  • Learn about IRA Tax-Qualified Charitable Distributions.
  • Learn about Tax Loss Harvesting.
  • Learn how a Roth Conversion can be done on a net tax-free basis.

These and other questions — including yours — are on the table for discussion. Expect a fun, interactive session that may bring clarity and confidence to your situation.

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
Tuesday November 21.