Streamline your planning process with this practical course that eliminates the guesswork from creating client deliverables. Dave walks you through his method of building customized financial plans using a PowerPoint template designed for clarity and consistency. You’ll learn how to maintain a structured approach while tailoring each plan to your clients’ unique needs. This course […]
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Stay ahead of the curve with our review of the Soon and Later Product Shelf, designed to help you effectively allocate products within the Soon and Later Buckets. In this training, you’ll explore various products that may be used in these buckets, complete with examples that illustrate their functionality and benefits. Please note that the
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Adapt your financial planning process to the digital age with this course on conducting The Bucket Plan meetings in a virtual environment. Broken down by each stage of the meeting process, you’ll learn how to seamlessly navigate client conversations, present The Bucket Plan structure, and engage clients remotely without missing a beat. Whether you’re meeting
Running The Bucket Plan® Best Interest Process Meetings Virtually Read More »
Unlock the power of tax returns and build your confidence in client engagements with this comprehensive guide. In this course, you’ll walk through the Form 1040 line by line, gaining a clear understanding of the major sections and schedules. Learn to identify key areas that need close attention when reviewing returns and develop a foundational
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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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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 »
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
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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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