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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 to learn how you can participate in our Quarterly Conversation this October.


Oct 28 2020


4:00 pm - 5:00 pm