C2P

Event Advisory


Be Fiduciary Event
August 23-24, Chicago

 The DOL Rule may be dead – but the best interest standard is here to stay

WHAT:
Be Fiduciary is a 2-day event designed to teach financial professionals the best practices and turnkey processes needed to Be Fiduciary. With the fiduciary standard here to [...]
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MarketWatch: The big reason why retirees should cut down on stocks in portfolios


Author of The Bucket Plan, Jason L Smith illustrates how severely negative returns at the beginning or at the very end of a 10-year horizon impacts investors. Read Full Article

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LifeHealth: Bill Richardson Named SVP, Business Development at C2P Advisory Group


C2P Advisory Group, a fiduciary-friendly insurance marketing organization (IMO), announced today that Bill Richardson has been named Senior Vice President of Business Development for the IMO, as well as its sister company, Prosperity Capital Advisors, an SEC registered investment adviser. Read Full Article

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U.S. News & Money: 3 Helpful Rules for Investors as the Dow Goes Up


Check out Clarity 2 Prosperity Executive Vice President Dave Alison on 3 helpful rules for investors as the Dow goes up. Read Full Article

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MarketWatch: Why early retirees should prepare for austerity


Author of “The Bucket Plan,” Jason L Smith finds that the happiest retirees stay productive. Whether they work part-time or volunteer in their community, they keep expanding their social connections rather than toggle between tracking their budget and watching television. Read Full Article

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MDRT: Training and Compensating Junior Advisors


Clarity 2 Prosperity President & CEO Jason L. Smith’s thoughts on his strategy for hiring and successfully incorporating new hires into his financial practice. Read Full Article

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InvestmentNews: Meet our 2017 Women to Watch


Clarity 2 Prosperity Senior Vice President of Coaching, Mary Sterk, CFP® was recently recognized as one of the Top 20 female financial advisers to watch in InvestmentNews.
See the full list
Read Mary’s Profile

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U.S. News & Money: The Pros and Cons of a Bucket Savings Strategy


The bucket method categorizes retirement savings based on when you’ll need to tap those holdings. Read Full Article

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MarketWatch: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Now Available at Hudson News


Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson bookstores in airports across the country. Read Full Article

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GoBankingRates: How to Have a Worry-Free Retirement


Follow the Bucket Plan strategy for a worry-free retirement. View the Video

 

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