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Year End Checklist Webinar

Join Matt Mullins CPA, CFP® and PCA Wealth Management as we discuss how to review your financial plans, benefits, investments, and how to prepare for the tax season to set yourself up for success

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Videos Education

Estate Planning Webinar

Join Mark Janszen (PCA Wealth Management) and Nick Herweh (DBL Law) as we discuss the fundamentals of of Estate Planning. Topic Highlights: Why it matters Documents needed Asset

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Videos Education

Third Quarter Market 2025 Review Webinar

Join Tim O’Conner and PCA Wealth Management as we review the third quarter of 2025 market performance and share insights on what may lie ahead in the fourth quarter and beyond. Topics

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Videos Education

Basics of 401(k)

A 401(k) is a retirement savings plan offered by companies to help employees save and invest for retirement. While many plans are similar, each 401(k) is specific in its own way. Features of each

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Videos Education

Medicare Webinar

Join PCA Wealth Management and RetireMed for a comprehensive overview of what you need to know about Medicare. Topic Highlights: Enrollment Periods Medicare Advantage

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Videos Education

Five Years Before and After Retirement Webinar

Join Carrie Lucas, QKA and PCA Wealth Management as we discuss what you need to know five years before and after retirement. Topics Include: Overview of 401(k) accounts Why the last five

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Videos Education

2nd Quarter 2025 Market Review Webinar

Join Justin Seitz, CFP® and PCA Wealth Management as we review the 2025 Second Quarter market performance and other related financial topics. Topics Include: Q2 Market Recap and

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Videos Education

Basics of 401(k) Webinar

Join Matt Mullins CPA, CFP® and PCA Wealth Management as we discuss the basics of 401(k) plans and other related retirement topics. Topics Include: What is a 401(k) Plan? Solving three

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PCA Named Cincinnati Enquirer Top Workplace For Seventh Consecutive Year

PCA is proud to announce that we have been named a 2025 Top Workplace by the Cincinnati Enquirer! We’d like to thank our hardworking employees and valued clients for allowing us to carry this

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Videos Education

Income Investing & Cash Flow Planning Webinar

Please join Tim O’Conner, CFP®, MBA Senior Wealth Management Advisor at PCA for an overview of Income Investing and Cash Flow Planning. Topics include: Income Investing Retirement