Quarterly Conversation: July 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 firstname.lastname@example.org to learn how you can participate.
Are you already a client with us? Look for your email invite from email@example.com with the direct link to RSVP.
Didn’t get your invite? Let us know!