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Five Years Before and After Retirement Webinar

  • Post date August 14, 2025

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 years before retirement are critical
  • Key focus areas for five years after retirement

For informational purposes only: https://www.pca401k.com/pca-disclosures/

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Advisory services offered through PCA Investment Advisory Services, Inc.

This material is being provided for informational purposes only. PCA Investment Advisory Services, Inc. is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. The ideas and opinions expressed do not constitute legal, tax or investment advice or a recommendation of any particular security or strategy. Any information prepared from third-party sources is believed to be reliable, though its accuracy is not guaranteed. For more information about PCA Investment Advisory Services, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov or contact us at 513-281-3366.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Those certification requirements include education, exam, experience and ethics components –more information is available at https://www.pca401k.com/pca-disclosures/ .