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Poterack Capital Advisory is proud to host numerous special events for our clients each year to increase their knowledge of financial planning.  We also host lunch and dinner programs for prospective clients who would like to learn more about our company and what we can do to help individuals gain financial freedom. 

 

 

July 2010
Location Date Event Type  
George's - Charlotte, NC 7/30/2010 Client Referral Dinner  
 
August 2010
Location Date Event Type  
Red Crow - Bettendorf, IA 8/09/2010 Annuities Workshop  
The Palm - Charlotte, NC 8/12/2010 The New Financial Reality Workshop  
The Palm - Charlotte, NC 8/16/2010 Ladies Day Luncheon  
Ruth's Chris - Charlotte, NC 8/27/2010 Client Referral Dinner  


 

 
 
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