Plan Deliverables Micro-Tool
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Holistic Planning
The Soon & Later Bucket Product Shelf
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How to Read and Understand a Tax Return
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Reloading the Bucket Plan
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The Investment Planning Statement
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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The Tax Management Journey – INTRODUCTORY Training
The Tax Management Journey® provides you with knowledge to further support you as a holistic advisor. This 7-step process that covers important tax topics including: Understanding the Order of $, Measuring your tax bracket, Avoiding Marginal Tax Traps, Allocating Tax Sensitive Assets, Gifting Strategies, Pay Now vs. Pay Later, Managing Your Dynamic Bracket and more.
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Plan Design Training
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The Bucket Plan® 2.0 Holistic Planning Process OVERVIEW
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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The Bucket Plan 2.0 ADVANCED Training
The Bucket Plan 2.0 Advanced training requires completing the Overview training prior to this training. 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®
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