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Capital Planning

Booth 600

Capital Planning is the preferred financial planner for the ATA and the providers of the ATA Voluntary Benefits Program which includes the ATA Group Savings Plans. We have been proudly helping teachers and their families for over 40 years! At conventions, we focus on helping teachers to better understand their financial wellness through our popular financial wellness sessions and providing tips, tools and resources at our booth.

Our team

Elizabeth Walton
Elizabeth Walton
Representative
Rick Harcourt
Rick Harcourt
Representative
Organization detail
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