Begin Registration: Advisor Playbook with Ed Slott & Dave Alison: Turning Year-End Tax Rules into Real-World Client Wins (Replay)

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ADVISOR PLAYBOOK
WITH ED SLOTT & DAVE ALISON

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The replay is available until 12/20/25.

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C2P is an RIA-grounded organization comprised of specialized platforms, each designed to simplify holistic financial planning for advisors and the clients they serve. Their mission is to shift advisor focus from selling products to becoming holistic service providers, effectively serving the comprehensive needs of American families. Clarity 2 Prosperity partners with likeminded advisors who want to build holistic planning practices and trains them on how to incorporate investments, insurance, tax, estate, Social Security, retirement income and healthcare planning into one congruent plan. Advisors are provided on-demand access to the financial planning, operational and marketing processes necessary to operate a holistic planning practice through the company’s innovative university style e-Learning platform.

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