October’s Quarterly Conversation

Thanks to everyone who attended our very first Quarterly Conversation in July!

We’ll be making these virtual events a regular thing, and the next one is on October 28 at 4 pm! These hour-long webinars are a perfect chance to talk to Dan and Rick about the current state of the markets, and any other pressing financial concerns you may have.

We learned a lot from the first go-around, so we’re hoping October’s event will be even better!

While these events are client-only, if you’ve been thinking about learning more about Planning Capital, send an email over to info@plannningcapital.com to learn how you can participate in our Quarterly Conversation this October.