The Bucket Plan® On-Demand Series
Join C2P leaders Jason L Smith and Dave Alison as they step into the hosting chair and interview top financial industry professionals and advisors.
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Recent Episodes
Coffee Break with C2P: A Holistic Approach to Special Needs Planning
Do your clients have loved ones with special needs? Navigating their unique financial considerations can be challenging and costly if not done carefully....
Coffee Break with C2P: Tax-Advantaged Education Funding with 529 Plans
Do your clients want to save or contribute to their loved one’s college expenses? Help them save effectively by learning the intricacies of 529 plans...
Leveraging Tax Management Year-Round to Transform Your Practice
80% of investors believe that their financial advisors should prioritize minimizing their taxes but only one in five advisors offer their clients tax...
Educate to Accumulate: Empowering Young Investors
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...
Back to The Bucket Plan Basics: Episode 2
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®,...
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