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® 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 »
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 »
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 »
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Valor Sample Client Appointment Read More »
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The Bucket Plan® LIVE Certification Exam 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 »
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®
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 »
