The Bucket Plan® Best Interest Process 1.0 Live Training is a comprehensive, two-day program designed to provide advisors with a complete process for delivering a documented Bucket Plan in their clients’ best interests. Advisors will leave with all the information necessary to quick start the implementation and delivery of this unique and thorough financial planning experience for their clients.

Utilizing this proven process with your clients will allow you to:

• Identify resources accumulated and planning done or not done
• Identify their key relationships
• Easily show them gaps in their planning to create the need for solutions
• Create the need for bucketing
• Explain The Bucket Plan Philosophy concept
• Easily gather all the information needed to create a true holistic plan
• Quickly determine how much the client will need to draw from liquid investable assets in retirement
• Identify client’s appetite for volatility in the Soon and Later Buckets separately
• Simplify the world of investment choices
• Make designing a customized Bucket Plan easy
• Sequentially design the Now, Soon, and Later Buckets
• Simplify work into a packaged plan deliverable

Leading financial planners and industry experts, Kalem Mackey and Bryan Bibbo, will walk you through the entire Bucket Plan process, giving you a straight-forward game plan and invaluable resources to implement right away in your practice.

Hear from other top financial advisors who attended our Bucket Plan training:

“I have never seen processes and procedures so clearly laid out. I am fairly new to the industry,
but I’m sure this is the best and most organized plan out there!”
Laura Browning, Your Secure Retirement, Inc.

"This course was very well organized and presented. The biggest take away was the well outlined Bucket Plan
process and deliverable. We will immediately implement this into our practice."
Josh Soria, Encompass Financial Planning

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