The Bucket Plan® 2.0

The Bucket Plan® 2.0

Elevate Your Success with The Bucket Plan® 2.0

This training is by invite only for true holistic advisors who have mastered the competencies of The Bucket Plan® 1.0

Upcoming Training

March 11-12, 2025
Charlotte, NC

Ready to take your Bucket Plan expertise to the next level?

Once advisors have The Bucket Plan® 1.0 Best Interest Process up and running at their firm, it’s time to take a deeper dive with The Bucket Plan 2.0 Holistic Planning Process. Interactive sessions that include role-play and group discussions will give advisors the background and information needed to convey the value of holistic planning to clients.

Advisors gain confidence to charge planning fees for the time they invest in taking their clients through the holistic planning process.

CE Credit

Our Trainers

dave-alison-blue-circle-2024

Dave Alison, CFP®, EA, BPC

President & Founding Partner | C2P
Founder | Alison Wealth Management

Bryan Bibbo

Bryan Bibbo, AIF, NSSA, BPC

President & CFO | Partner
JL Smith