We love connecting with our valued clients in-person, which is why we hold events, both to educate and entertain. Whether it be to host presentations and seminars or simply to mix and mingle, we’re always adding to our calendar and looking for opportunities to meet new friendly faces. View all of our currently scheduled events below!
LIVE AND
IN-PERSON
PCIA Charleston Events
May 2nd or May 4th - 6:30PM
Complimentary Dinner Presentation
May 2nd, 2023
6:30 PM
May 4th, 2023
6:30 PM
Location:
Bahama Breeze
7811 Rivers Ave.
Charleston, SC 29406
You and your spouse are cordially invited to an informational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this event. Enjoy a complimentary dinner after the presentation.
How Can I Attend?
If you’re a client and would like to attend this event, please call us at (843) 743-2926 or email us for more information!
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Portfolio Payday™
Redefine the way your cash flows, making it possible to build your savings for emergencies and retirement more quickly.
Saturdays 1-2 P.M. & Sundays 7:30 to 8:30 A.M.
on FM 94.3 WSC
Every Saturday & Sunday Jason shows you how you can protect your portfolio and stay on course with your long-term financial & retirement plans.