READY TO TAKE YOUR BUCKET PLAN EXPERTISE TO THE NEXT LEVEL?

First, let's see if you are qualified to attend...

QUALIFICATIONS TO ATTEND:

• Mastery of The Bucket Plan 1.0 Best Interest Process including:

  • Completion of The Bucket Plan 1.0 live training within the last 24 months
  • Passing grade on The Bucket Plan 1.0 exam within the last 24 months

• Completion of The Bucket Plan 2.0 Holistic Planning Process INTRODUCTORY Training

 

WHAT YOU'LL LEARN

If you checked off all the qualifications to attend, here's what you can look forward to learning at The Bucket Plan 2.0 Training

Learn how to:

  • Incorporate a fee structure for your firm to monetize your wisdom, even if the client does not transfer assets
  • Provide clarity and set client expectations regarding the fee and services provided
  • Establish a process and supporting workflows for your entire team for increased efficiency
  • Launch an annual review process that automates the obligation and identifies new opportunities
  • Implement a process to retain assets when your client dies

OUR TRAINERS

Jason L Smith
President & CEO | Founder
Clarity 2 Prosperity

Dave Alison, CFP®, EA
Executive Vice President | Founding Partner
Clarity 2 Prosperity

Limited spots available!
Registration ends June 14 (or until capacity is reached; whichever comes first)

LOCATION

Join us in person at C2P Enterprises in Westlake, OH or virtually.  If attending in person, social distancing must be practiced and masks are required. C2P will follow all CDC guidelines.

If hotel accommodations are needed, we are pleased to offer a corporate rate at the Hyatt Place Crocker Park located across the street from our training facility. Click here to make your hotel reservation 

QUESTIONS?

Any questions? Submit the form below and we will be in contact with you shortly.