Advisor Lunch & Learns

A Complimentary Holistic Financial Planning Training Series For Advisors

More Information To Come

Free, Bite-Sized Training For Advisors Who Want To Offer Holistic Financial Planning

 

— WHAT YOU’LL LEARN   —

 

Top advisors from Clarity 2 Prosperity are continuously identifying and adding new topics to help keep advisors competitive all while offering them proven processes to expand their service offerings and grow a self-sufficient, holistic advisory practice.  Eat some free lunch and earn one free CE credit (free CE credit is for CFP®s and insurance licensed agents).

 

Current Training Offerings:

 

The Soon Bucket & Solutions Within It

Learn proven sequence of returns risk tools to create the need for your retirement planning solutions by leveraging the design of a “Soon Bucket.”

 

The Bucket Plan Best Interest Planning Process

Close more business by delivering sophisticated planning strategies through simplified messaging with The Bucket Plan®.

 

Now. Soon. Later.

The Bucket Plan is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers of the market that can occur during retirement.

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