The Bucket Plan® On-Demand Series

For many women, Social Security represents their largest retirement asset. Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, and Julie Manning, RICP®, CFF, a top advisor at C2P and the founder and CEO of Keystone Wealth Management, as they unveil essential strategies for maximizing Social Security bene

Discover how leading financial advisors are revolutionizing their estate planning services with the Wealth.com platform and technology. Join host, Kalem Mackey, CFP®, BPC, to learn successful implementation strategies and client outcomes from guests, Sarah Soria, CFP®, CEO of Encompass Financial Planning, Anthony “Tony” Engrassia, LUTCF®, NSSA®, CFF ®, Owner of Wealth Mana

Discover how leveraging simple analogies and relatable examples can transform your client communication and help prospects better understand the value of financial planning.Join host Dave Alison as he sits down with Greg Hammer, CEO and President of Hammer Financial Group, as they break down core communication strategies essential to implementing The Bucket Plan® process effective

Transform Social Security from a basic retirement benefit into a powerful planning tool with advanced COLA strategies and creative applications. Join host Kalem Mackey, CFP®, BPC, as he interviews Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, Head of Social Security Planning at One Team Financial, for an in-depth discussion on maximizing your clients’ Social Security benefits. Learn

Struggling to present complex financial plans in a way that resonates with clients and drives action? Join hosts Jason L Smith, Dave Alison, and guest Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management as they explore the Deliver phase of The Bucket Plan® process. Learn practical strategies for presenting comprehensive plans, organizing client do

How might the 2024 presidential election affect your clients' finances and their emotional response to market volatility? Join guest host Kalem Mackey, Executive VP at C2P, and Dave Alison, President and Founding Partner at Prosperity Capital Advisors, as they discuss proven strategies for guiding clients through election-year uncertainty. Learn how historical market data, proactiv

Are your clients charitably inclined? Discover effective strategies to help them give to the causes they care about in a tax-efficient way. Join guest host Kalem Mackey, CFP®, BPC,CJA Executive VP at C2P, and guests Jeff Warnkin, Senior Wealth Advisor at JL Smith Holistic Wealth Management, and Dave Alison, President and founder of C2P, as they discuss charitable giving strategies

Are your clients concerned about dropping interest rates? Discover how to optimize short-term assets in a challenging interest rate environment. Join guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, and industry guests, Greg Hammer, President and CEO of Hammer Financial Group, and Charlie Ehrenfried, CFP®, CLU, ChFC, RICP, CASL, Owner and Wealth Manager at Retirement Matters. Learn

Struggling to design personalized financial plans that truly resonate with your clients? Join hosts Jason L Smith, Dave Alison, and Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management as they explain the 'design' phase of The Bucket Plan® holistic wealth management process. Learn how to organize client information, analyze financial positions, and

Discover how educating your clients on the complexities of Medicare can help them make informed decisions and grow your business at the same time. Join guest host Matt Seitz and Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, as they unravel the intricacies of Medicare supplement plans. Learn how to differentiate between Medicare parts and pla