UPCOMING EVENTS

Is there a training or event that hasn’t opened for registration yet? Complete the form at the bottom of the page and we’ll notify you once it’s open.

The Bucket Plan® 2.0
April 29-30, 2026
Virtual Edition
Registration is now open – Invited advisors received full details directly to their inbox

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 Teamwork Movement Live Training
August 12-13, 2026
Virtual Edition

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

Team Retreat
November 2026
Las Vegas

The Teamwork Movement Live Training
December 16-17, 2026
Virtual Edition

Complete the form if you are interested in a training or event that is not open for registration yet.