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

Register for our March 20th Ladies’ Luncheon:

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 Ladies’ Luncheon.

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 event guest, and both of you will receive a signed copy of Ryan’s book, Making it Count!

When & Where:

Tuesday, March 20, 2018

The Palm Restaurant

Phillips Place, B

6705 Phillips Pl Ct.

Charlotte, NC 28210


Hosted By:

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


Registration begins at 11:45 a.m.; Ryan speaks at noon; lunch served at 1:00 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. 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 19, 2018.