The Bucket Plan® On-Demand Series Clarity 2 Prosperity

80% of investors believe that their financial advisors should prioritize minimizing their taxes but only one in five advisors offer their clients tax management services.* Gain insights from real advisors who have transformed their practices by making tax management a core offering of their financial planning process. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and guests Greg Hammer, CEO and President of Hammer Financial Group, and Charles Welde, CPA, CFP®, founder of The CP Welde Group, as they discuss how they leverage tax management during and after tax season to enhance their client services and differentiate their financial advisory practices. Tune in to discover strategies for transitioning from tax preparation to comprehensive planning, defining your ideal client, marketing tax management services effectively, and more.  Resources:The Tax Management Journey training® (https://c2pe.info/TaxManagementJourney) Statistics:*https://www.assetmark.com/blog/financial-advisor-client-services-with-tax-management (https://www.assetmark.com/blog/financial-advisor-client-services-with-tax-management)  

If you’re used to working with pre-retirees or retirees, you may feel out of your element working with younger clients but helping them now while in their accumulation phase can be incredibly impactful to you both. Join Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and Alison Wealth Management, for an engaging discussion on empowering the next generation of investors with Joe'Mar Hooper, CEO of 3rd Decade, along with additional insights from Ryan Asher, Director of Investment Operations at C2P. They explore how education can lead to better financial decisions in one’s accumulation phase and how financial advisors can adopt a more active role to supporting financial literacy. They also discuss the benefits of advisors volunteering with nonprofits like 3rd Decade, including enhancing their mentoring skills and understanding diverse client needs. Tune in for powerful insights on helping prepare the next generation for a prosperous financial future.Resources:* 3rd Decade (https://3rddecade.org/) Financial Education for Young Adults* Elements (https://getelements.com/) Financial Pre-Planning Software* The Teamwork Movement (https://events.clarity2prosperity.com/twm-may24) Live Training 

Is creating a financial plan for your client like putting together a long, complicated puzzle? It doesn’t have to be! Hosts Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith Holistic Wealth Management, and Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, share how to design and lay out an entire financial plan on one page with The Bucket Plan®. Listen and learn how to simplify the financial planning process today!Resources:* The Bucket Plan® (https://thebucketplanbook.com/) book* The Bucket Plan® (https://audible.com/pd/The-Bucket-Plan-Audiobook/B0CGKVMKB3) audiobook* The Bucket Plan® 1.0 (https://clarity2prosperity.com/simplify-the-financial-planning-process/) Training

Looking for advanced financial planning techniques to serve your high-net-worth clients? Join host Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith Holistic Wealth Management, as he welcomes two new team members, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Seth Meisler, CFA, CFP®, CPA, Lead Advisor at JL Smith, to discuss sophisticated tax planning strategies and how they fit into The Bucket Plan® process for high-net-worth clients. Tune in to learn from their personal and professional real-world scenarios of incorporating these advanced tax, estate planning, and charitable giving strategies to provide comprehensive client service. Don’t miss this unique opportunity to learn from these highly skilled and specialized advisors!

For financial professionals and clients alike, life insurance is often a misunderstood, mismanaged, and mis-sold asset. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and special guests, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Walter Young, MBA RICP, Business Development Officer and financial representative at JL Smith. These three join forces for a special discussion on leveraging life insurance in financial planning, in honor of "Insure Your Love Month.” Hear personal anecdotes and professional advice from these experienced professionals on utilizing life insurance for immediate wealth creation, retirement planning, and legacy building, while also addressing the technical aspects of policy design and the market's evolving landscape. Tune in to discover how life insurance has become a multifaceted tool for helping clients achieve financial security and peace of mind.Resources:The 5th Option: Why Your Retirement Plan Won't Work the Way You Think It Will book

Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand — The Bucket Plan®. You’ll learn how to simplify financial planning for your clients within the three-bucket approach and how to segment money based on purpose and time.Resources:The Bucket Plan (https://thebucketplanbook.com/)® BookThe Bucket Plan® (https://audible.com/pd/The-Bucket-Plan-Audiobook/B0CGKVMKB3) AudiobookThe Bucket Plan® (https://clarity2prosperity.com/simplify-the-financial-planning-process/) Training