The Bucket Plan® On-Demand Series
Latest Episodes
Harnessing the Power of a Mastermind Group
October 24, 2018
Learn the benefits one receives from networking with like-minded advisors
Addressing Common Social Security Mistakes
August 21, 2018
Helping clients navigate the decision of when and how to take Social Security
The Power of The Bucket Plan® Certification and CFF® Designation
April 04, 2018
Don’t just say you’re fiduciary--Be Fiduciary!
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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