Prosperity Collegium
Join the Premier Live Event for Financial Advisors: Where Masterminds Belong
This invite-only event is for top advisors who come together once yearly. Here, you learn and grow from the successes and failures of your fellow advisors. We have serious breakthroughs — and serious fun.
This is the event for elite advisors. Once yearly, our advisors converge to grow, collaborate and share the best insights.
Our advisors believe the Prosperity Collegium is essential to their continued success. They’ve grown to love the friendships and camaraderie this close-knit group provides.
When you join us, you learn best practices and new processes. Get ready to thrive in a community of some of the best advisors in the industry. We’d love for you to attend: Elite advisors grow here.
Check out a few Prosperity Collegium event recaps!
Key Takeaways
Demonstrate your commitment to professional education and holistic planning — register for The Bucket Plan 1.0 live training today!
This two-day live instructional event helps you provide your clients with a holistic retirement plan. Their custom plan takes all the aspects of their financial life into consideration. It’s easy to understand, helping your clients understand and accept their plan.
You’ll also have the opportunity to earn your Bucket Plan Certification® after training completion. Plus, you’ll earn up to 9 hours of CE credits for CFPs and insurance professionals (depending on your state).
