We have updated our Soon and Later Bucket Product Guide to account for allocation percentage changes and new products. The updated guide can be found below. Visit www.c2ptraining.com to find all the newest details!
If you have any questions, feel free reach out to me at firstname.lastname@example.org.
We are excited to provide you with the latest 2018 Training Corner. In this edition, you will find updates to several e-Learning courses and documents as well as a new resource – the seminar evaluation form. Changes to some of the most frequently used planning documents, such as The Income Gap Assessment and The Bucket […]
We are excited to unveil the new and improved MentorCONNECT portal! We have re-tooled the portal to improve your experience – making it easier to find the right mentor or the exact specialization you want to dive deeper into during your mentor call.
The improved functionality includes a brand new “My Office” tab where you […]
“More gold had been mined from the mind of men than the earth itself.” – Napoleon Hill
Attend our upcoming webinar and learn to benefit from the “gold” of your peers by joining a Mastermind Group and learning to engage, appreciate, and utilize all of the resources that can become available to you.Continue Reading
October is officially upon us, and that means it’s time for another recap from the June Mastermind Collegium in Cleveland. In this edition, Brian Sak, CFP®, CLU®, ChFC® discusses how he and his team utilize bond alternatives to help clients avoid interest rate risk and sequence of returns risk while saving annual fees and growing […]
We are really excited to announce that your resources and support at Clarity 2 Prosperity are growing with the addition of Jason King. Jason, the son of Doug King, has grown up in the financial services industry and brings financial planning knowledge as well as practical application of The Bucket Plan to help support you […]
We are excited to announce version 2.0 of The Bucket Plan® software. This revision has been in the works for months. We couldn’t be happier to share it with everyone who has already been utilizing the application and with those of you who have been awaiting this release to begin using the platform.
What can […]
Join us on Thursday, May 24 at 3 p.m. ET / Noon PT to learn how to:
- Deliver increased portfolio stability and consistent income
- Mitigate interest rate risk and sequence of returns risk
- Educate clients on the investment fundamentals of how bonds and FIAs work
- Identify FIAs in the best interest of your clients […]
As decided by the PCA Investment Committee, each November we look to rebalance the Global, Pre-Tax, and Post-Tax Models. The committee decided to create a streamlined and uniform rebalance month so that advisors can plan well in advance for any potential changes they would like to make in their client accounts. We chose November because […]