National Registry of CPE Sponsors

National Registry of CPE Sponsors

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Exhibitors

Clarity 2 Prosperity

Clarity 2 Prosperity is a financial training, coaching and IP development organization founded and led by advisors, coaches and business leaders. Their mission is to shift advisor focus from selling products to becoming holistic service providers, effectively serving the comprehensive needs of American families. Clarity 2 Prosperity partners with likeminded advisors who want to build holistic planning practices and trains them on how to incorporate investments, insurance, tax, estate, Social Security, retirement income and healthcare planning into one congruent plan. Advisors are provided on-demand access to the financial planning, operational and marketing processes necessary to operate a holistic planning practice through the company’s innovative university style e-Learning platform. 

Address

United States

Website

https://clarity2prosperity.com/
Contact Sponsor

Contact Sponsor


NASBA Approved providers:

  • National Registry

Registry ID:

141644

Approved Delivery Method:

  • Group Internet Based
  • Group Live
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  • Field of Study:

    • Taxes

    Credit Hours:

    • 5 - 8 credits

    Description:

    You understand tax planning strategies, but do your prospects and clients? Do you know how to educate them in a clear, concise manner so they will in return pay you planning fees? By adding tax planni ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Internet Based
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