The Bucket Plan® On-Demand Series C2P

Want to help your clients navigate the complex world of taxes and avoid costly pitfalls? Join host Dave Alison and lead advisors at JL Smith Holistic Wealth Management, Jeff Warnkin, CFP, CPA, and Seth Meisler, CFA, CPA, as they delve into the intricacies of marginal tax traps. Learn how to identify and mitigate these often-overlooked challenges within The Tax Management Journey® framework. Discover common scenarios where these traps occur, from Social Security taxation to required minimum distributions, and explore strategies to optimize your clients' overall tax picture. You’ll also gain valuable insights on multi-year tax planning, effective tax rate analysis, and the importance of thorough tax return reviews. Listen in to learn how you can provide more comprehensive guidance that will help your clients avoid unnecessary tax burdens.Resources:* Training Referenced: The Tax Management Journey® (https://info.c2penterprises.com/tmj-consultation)* Training Referenced: The Bucket Plan® 1.0 (https://clarity2prosperity.com/simplify-the-financial-planning-process/)

Looking to attract and provide more value to your high-net-worth clients? Dive into the world of equity compensation with host Dave Alison and guests, Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, Managing Partner and Head of Wealth Management and Retirement Income Planning at OneTeam Financial, and David Roth, CFP®, EA, BPC, Tax & Wealth Advisor at Alison Wealth Management.  Together they explore the various forms of equity compensation, including RSUs and stock options, and discuss tax management strategies within The Bucket Plan® framework. Learn common mistakes to avoid, advanced wealth preservation techniques, insider trading considerations, and how to leverage this expertise to better serve your clients and grow your business.Resources:* Training Referenced: The Bucket Plan® 1.0 (https://clarity2prosperity.com/simplify-the-financial-planning-process/)* Training Referenced: The Tax Management Journey® (https://info.c2penterprises.com/tmj-consultation)* Software Referenced: eMoney (https://emoneyadvisor.com/)* Article: 3 Keys to Optimizing Your Incentive Stock Options (ISOs) (https://www.alisonwealth.com/blog/3-keys-to-optimizing-your-incentive-stock-options-isos)

Are you effectively integrating life insurance into your clients’ holistic plan? Learn how enhancing your understanding of life insurance and its many benefits can help you stand out from other ‘holistic’ advisors and better protect your clients' portfolios and families. Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she explores the important role life insurance plays in holistic financial planning with industry veterans, Dave Buckwald, CEO and founder of OneTeam Financial, and Stoyan Petev, Senior VP of Advanced Markets at C2P. They delve into how life insurance provides stability amidst market fluctuations, offers tax benefits, and ensures long-term financial security. Discover unique strategies such as insuring portfolios against bear markets and asset-based long-term care policies. Tune in to learn why insurance is a vital component of wealth management and considered a "great equalizer" in financial planning.Resources:* The Tax Management Journey® Concepts and Training (https://info.c2penterprises.com/tmj-consultation)Statistics:* https://www.ey.com/en_us/insights/insurance/how-life-insurers-can-provide-differentiated-retirement-benefits (https://www.ey.com/en_us/insights/insurance/how-life-insurers-can-provide-differentiated-retirement-benefits)

Discover how the simplicity of The Bucket Plan® process gets even more effective once you know how to leverage the concepts and tools within the framework. Join Jason L Smith, Founder and CEO of C2P, and Dave Alison, President and Founding Partner of C2P, as they delve into how this approach simplifies implementation and elevates client outcomes. Listen in to hear how Jason was inspired to look at the process in a new way that helps financial advisors even more easily integrate it into their practice to help their clients.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* The Bucket Plan® 2.0 (https://clarity2prosperity.com/financial-holistic-process-training/) Training* Designing Your Client’s Bucket Plan (https://c2penterprises.com/blog/financial-planning-simplified-designing-your-clients-bucket-plan/) Blog

During election seasons, clients may be tempted to make emotional investment decisions motivated by politics rather than facts. In this data-driven episode, host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and special guest, Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors, provide a framework to have informed, non-partisan conversations with your clients about investing amid political uncertainty. Analyzing decades of market performance data across election cycles and presidential parties, Lupescu dispels the notion that elections inherently impede markets. He shares strategies for initiating productive conversations that acknowledge emotions while focusing on evidence to reinforce long-term investing principles. Learn how to proactively ease your clients' minds and discourage politically-motivated trading that could derail their financial plans.Resources:* Elections Analysis White Label Presentation (https://c2p.box.com/s/1caquwyj88ylsto57n0149ul70jn31n9)* “Stock Marketing Investing in Election Year 2024” with Dr. Apollo Lupescu (https://www.alisonwealth.com/podcast)

Do your clients have loved ones with special needs? Navigating their unique financial considerations can be challenging and costly if not done carefully. Learn how to provide holistic financial planning solutions tailored to their unique planning needs in this insightful episode. Host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, interviews Betsy Larson, whose personal experiences having four sisters with Down syndrome inspired her to become a financial consultant specializing in advanced special needs planning. Larson discusses key considerations for these clients, including estate planning, government benefits, ABLE accounts, documenting crucial information, and best practices for advisors. Tune in to gain practical knowledge from real-world examples that can help you enhance your skillset and improve your clients’ special needs planning experience.Resources:* Register for Betsy Larson’s Next Special Needs Planning Webinar * Elizabeth “Betsy” Larson’s YouTube ChannelC2P Advisors Only:* Connect with Betsy on MentorConnect