Upcoming Events

Nibbles & Knowledge Event at The Palm Restaurant
September 20 & 27 at 5:30pm
Ladies Luncheon at The Palm Restaurant
September 27 at 11:45am
Public Dinner Event at Upstream in Phillips Place Southpark 
October 9 at 6:30pm

Public Dinner Event at Ruth’s Chris Steak House on Fairview Rd. October 11 at 6:30pm

Public Dinner Event at Upstream in Phillips Place Southpark 

October 16 & 18 at 6:30pm
Ladies Luncheon at The Palm Restaurant
October 25 at 11:45am
Nibbles & Knowledge at The Palm Restaurant
October 25 at 5:30pm

What to Expect

Our Ladies Luncheons* are held monthly, exclusively for female Clients and Newsletter Subscribers!  We do not invite the general public; however, you are welcome bring guests. These luncheons are entertaining, typically held at The Palm and other premium restaurants in Charlotte.  You’ll enjoy financial education in a fun, comfortable atmosphere. Whether you are a savvy investor, a beginner, or your spouse handles financial matters for you, you’ll have a great time and the topics vary every month!

Our Nibbles & Knowledge Events* are also held monthly, exclusively for Clients and Newsletter Subscribers!  We do not invite the general public; however, you are welcome bring guests. These evening events provide plenty of heavy appetizers at top restaurants and are very well-attended. Ryan covers a wide range of interesting topics in a uniquely entertaining way.

Our Public Dinner Events* provide an opportunity for people we don’t yet know at PCA, to learn about Ryan and our PCA team.  Ryan shares some of his best tax and financial planning concepts, followed by a gourmet dinner at a top area restaurant!  The content at these events is similar every time, as this is often an attendee’s first impression of our firm.  Clients and Newsletter Subscribers are always welcome to attend, and this would be a great opportunity to bring a guest as well.
Ryan Poterack PCA

Register For An Event