The Bucket Plan® 2.0

Elevate Your Success With The Bucket Plan® 2.0

This invite-only training is for true holistic advisors who’ve mastered The Bucket Plan® 1.0 competencies.

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Upcoming Training

September 1-2, 2026

Cleveland, OH

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

You have The Bucket Plan® 1.0 best interest process up and running at your firm. Now, it’s time to take a deeper dive with The Bucket Plan 2.0 financial holistic process training. Interactive sessions include role-play and group discussions, giving you the background and information you need to convey holistic planning’s value to clients.

You gain confidence to charge planning fees for the time you invest in taking clients through the holistic planning process.

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