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The Bucket Plan® On-Demand Series
Latest Episodes
Consequences of an Extended Care Event
December 15, 2022
Life Support for Your Practice and Portfolios
November 07, 2022
Coffee Break with C2P: Exclusive Chat with C2P's Top 2 Advisors
September 06, 2022
Communicating Financial Planning Concepts
August 17, 2022
Coffee Break with C2P: Using Home Equity in a Holistic Plan
August 09, 2022
Coffee Break with C2P: The Evolution of FIAs
June 22, 2022
The 5th Option with Walter Young
June 06, 2022
Coffee Break with C2P: The SECURE Act Updates with Special Guest Ed Slott
May 31, 2022
Coffee Break with C2P: Bucket Plan Challenges
May 19, 2022
How to Supplement a Tax-Free Retirement
March 29, 2022
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The Bucket Plan® On-Demand Series
By Clarity 2 Prosperity
Industry leading financial advisors, mentors and business leaders, Jason L Smith & Dave Alison host and interview top industry experts and advisors on actionable financial planning strategies to grow your business and stay ahead of your competition.
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