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Quarterly Conversation: January 2021

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.

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.


Jan 28 2021


4:00 pm - 5:00 pm