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Quarterly Conversation: January 2022

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.

Are you already a client with us? Look for your email invite from with the direct link to RSVP.
Didn’t get your invite? Let us know!


Jan 27 2022


4:00 pm - 5:00 pm