The Bucket Plan® On-Demand Series
Life Support for Your Practice and Portfolios
In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Greg Hammer, President of Hammer Financial Group, and David Roth, EA, Tax & Wealth Advisor at Alison Wealth Management. They discuss strategies to support your firm and communicate with your clients.