The Bucket Plan: A Financial Planning Process Using the Bucketing Philosophy

Told through the narrative of a couple entering retirement, Jason L Smith and Bryan Bibbo share an in-depth case study and the critical step-by-step conversations they have with their clients to create a simple, yet sophisticated plan that clients will easily understand. Based on Jason's latest bestselling book and his turnkey planning process for advisors, this session provides an organized, systematic approach to address the biggest dangers threatening your clients' retirement.