Webinars & Events

To view our most current LIVE WEBINAR schedule, please click:

Executive Webinars        Manager/Leader Webinars

As a fiduciary, we are held to a high standard of good faith and always put clients' best interest first. This means sharing financial news and insights with you so you can make educated decisions on your financial planning options and create a roadmap for the goals you wish to accomplish along the journey.

We conduct live webinars on the following topics:

Annual Enrollment

Retirement Planning

Executive Compensation Optimization

Wealth Management (investments and financial planning)

Family Legacy (generational wealth management)


Capital Planning, LLC is a SEC registered investment advisory firm (RIA) located in Bellevue, WA.  We are held to a fiduciary duty to put the interests of our clients before ourselves.  The content of our materials is intended for educational purposes only.  Please contact your benefits department for current benefit information. For tax and legal advice, please contact your tax professional or legal advisor. 

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