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

Register for our next Evening Workshop:

Professional Money Management.

Reserve your spot now. Space is limited.

Professionals focus on Process, Objectivity, Discipline, Research, Wisdom and Access to solutions.

Host Ryan Poterack, financial advisor and CEO of PCA, Inc., invites you to our next Ladies’ Luncheon to gain understanding of the advantages professionals have and how amateurs often focus on ‘financial noise’ and incorrectly assess success or failure in financial planning.

When & Where:The Palm RestaurantThursday, October 26th, 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:

  • Learn about the competitive advantages and resources at PCA
  • What are you paying for? Hint: It’s not what you think!
  • Learn about the key to investing success; Relative Performance
  • Understand how Up-Capture and Down-Capture ratios lead to success
  • Amateurs can’t compete unless they get consistently lucky (which is an oxymoron)

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
Friday October 20.