Master the art of managing the “Soon Bucket” in your clients’ portfolios with this focused course on reloading strategies. You’ll learn when and how to reload the Soon Bucket during the annual review process to ensure your clients are always prepared for their short-term financial needs. This course includes a detailed case study, using actual […]
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The Investment Planning Statement serves as a single point of truth in consolidating all the information gathered throughout the financial planning process. Completing this document provides an extra layer of protection and proof of documentation that you followed a best interest process to create your client’s plan. Open the content by clicking on content link
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Begin your journey with The Tax Management Journey® and unlock the foundational concepts essential to becoming a proficient advisor. This introductory course provides a high-level review of the key steps in the comprehensive program, offering insights into why and how tax management is crucial to preserving wealth. You will explore the cost of not knowing
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Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use request access.
Practice Management Call Series Read More »
Unlock the secrets to efficient client reviews and tailor-made Bucket Plans with insights from DaveAlison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management! In thisdynamic course, you’ll discover innovative strategies and specialized software that will revolutionizeyour planning process. Watch as Dave showcases how to seamlessly integrate powerful features likesocial security
Plan Design Training Read More »
Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use request access.
Valor Sample Client Appointment Read More »
This is the overview training for The Bucket Plan 2.0. Planning for a secure and prosperous future requires more today than any other time. With our unique approach, we provide personalized care, professional expertise, and active support to ensure your client’s dangers are eliminated and opportunities captured. The Bucket Plan® 2.0 Holistic Planning Process provides
The Bucket Plan® 2.0 Holistic Planning Process OVERVIEW Read More »
Prepare to elevate your planning skills to new heights with The Bucket Plan 2.0 Advanced Training! This course builds on the foundation laid in the Overview training, equipping you with the tools needed to navigate today’s complex financial landscape. As your clients face unprecedented challenges, our unique approach combines personalized care with professional expertise and
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Administrative support is critical when implementing the Family Estate Organizer. A detailed overview of the tool as well as step-by-step instruction to assist and support you in creating the FEOs for your clients is learned. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support
Family Estate Organizer® Admin Training Read More »
Planning for a secure and prosperous future requires more today than any other time. With our unique approach, we provide personalized care, professional expertise, and active support to ensure your client’s dangers are eliminated and opportunities captured. The Bucket Plan® 2.0 Holistic Planning Process provides an uncommon breadth of service to help you guide your
The Bucket Plan 2.0 Holistic Planning Process Virtual Resources Read More »
