UPCOMING EVENTS

The Rainmaker Trip
February 16-20, 2026
Aruba
Invite only

The Teamwork Movement Live Training
March 11-12, 2026
Registration is now open – Invited advisors should check their inbox for full details

The Tax Management Journey®
March 25-26, 2026
New Jersey

The Bucket Plan® 2.0
April 29-30, 2026
Cleveland, OH

The Prosperity Collegium
June 15-17, 2026
Cleveland, OH

The Tax Management Journey®
July 22-23, 2026
Charleston, SC

The Bucket Plan® 1.0
August 5-6, 2026
Cleveland, OH

The Bucket Plan® 2.0
September 1-2, 2026
Cleveland, OH

The Tax Management Journey®
September 16-17, 2026
Cleveland, OH

C2Palooza
September 16, 2026
Cleveland, OH

The Bucket Plan® 1.0
October 21-22, 2026
Virtual Edition

The Team Retreat
November 2026
Las Vegas