Ryan Poterack Hosts Monthly Ladies Luncheon for Investment Knowledge

11 Mar

Throughout the year, Ryan Poterack, the CEO of Poterack Capital Advisory hosts a monthly Ladies Luncheon to share investment, insurance, and retirement planning knowledge. This complimentary Ladies Luncheon is for clients, friends, and their guests. At these monthly get-togethers, Ryan Poterack guides a discussion specifically designed for women who want to share investment knowledge or learn more about investment decisions.

Even in today’s world, women can feel somewhat intimidated by making investment decisions. Unlike the past, women and men are both breadwinners in households. As time goes on, women are finding that they are making more decisions regarding their finances, future and investments. There is much to learn about how to make informed investment decisions regarding your particular unique situation — but financial responsibility does not have to be an intimidating feat. Attending a Ladies Luncheon allows you to increase your knowledge about investments, financial planning, retirement, and much more. This luncheon is an open discussion format, while being in a fun, casual environment.

The next Ladies Luncheon is scheduled for March 13, 2014 at 12:00 Noon at Palm Restaurant in Charlotte, NC. Ryan Poterack’s March Ladies Luncheon will discuss many different talking points surrounding taxes – ranging from increases and decreases in taxes, tax deferrals and tax free options, and how to handle investments in a tax efficient way. Ryan Poterack has made it possible to give women a great opportunity to take part in an open discussion about these topics.

Ready to reserve your spot at Ryan Poterack’s unique and fun event? RSVP to Ashley by signing up at www.pca-inc.org/ladiesluncheon, emailing [email protected] or calling our office at 704-366-5776 for Thursday, March 13th’s luncheon.

Ryan Poterack is ready to meet you at this upcoming event and looks forward to sharing his financial knowledge. To learn more about the CEO of Poterack Capital Advisory, visit www.pca-inc.org.

Advisory Services offered through Capital Asset Advisory Services, LLC, a registered investment advisor. Poterack Capital Advisory, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

For Media Contact:
Beth Jackson
Poterack Capital Advisory
2115 Rexford Road Suite 311
Charlotte, North Carolina 28211
[email protected]