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The Planning Advantage

We promise excellence and we deliver.

What sets PLANNING, Inc. apart? It’s our quality, our use of knowledgeable Subject Matter Experts, and our decades-long track record of excellence. But don’t just take our word for it. Our past performance speaks for itself, and our clients and program participants consistently give us positive feedback.


“This is the best class I have ever taken.”

 “There was so much information I should have known. Now I do.”

“Wish I had taken this 30 years ago!”

“Excellent information, engaging presentations.”

“Thanks for a great presentation.”

“I found this course most invaluable.”

“Good content; we’re very lucky for the government to put this on.”

“The entire course was first-rate!”

“Presentation of content was exceptional.”

“Great speakers with a wealth of info.”

“I’m glad I took this class. Realized I have a lot of work to do!”

“Impressed with speakers – thanks for offering to employees. Will recommend to others.”

“Should be mandatory!”

“The best team of experts I’ve experienced.”

“This is such an important class for new employees!”

“This has been the best retirement training session I’ve had and I’m glad to have had this opportunity.”

 “Top-notch expertise.”

“Great class overall full of helpful content. Needs to be offered more frequently.”

Great job, very informative, wish I had this 10 years ago!”