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 […]
The Tax Management Journey – INTRODUCTORY 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.
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 »
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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
The Bucket Plan 2.0 ADVANCED Training Read More »
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 »
The Ed Slott Outflow System is offered to Ed Slott IRA and Elite IRA advisors and is comprised of six unique steps to help you effectively market to your existing clients, reach new prospects, strengthen relationships with your centers of influence, and build your brand and create recognition through the use of media including television,
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The Bucket Plan® 1.0 Best Interest Process is a 10-Step process. Seven key tools and three core concepts help to educate clients on The Money Cycle and The Bucket Plan® Philosophy, uncover their assets, analyze their income gap at retirement, and determine their market volatility tolerance to guide you in producing a comprehensive financial plan.
The Bucket Plan® 1.0 Introductory Training Course Read More »
