Running The Bucket Plan® Best Interest Process Meetings Virtually
Running The Bucket Plan® Best Interest Process Meetings Virtually Read More »
advisor
How to Read and Understand a Tax Return
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.
How to Read and Understand a Tax Return Read More »
PCA Learning Center
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.
PCA Learning Center Read More »
The Virtual Advisor
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.
The Virtual Advisor Read More »
Reloading the Bucket Plan
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.
Reloading the Bucket Plan Read More »
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
The Investment Planning Statement Read More »
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.
The Tax Management Journey – INTRODUCTORY Training Read More »
Plan Design Training
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.
Plan Design Training Read More »
Valor Sample Client Appointment
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 »
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
The Bucket Plan® 2.0 Holistic Planning Process OVERVIEW Read More »