Jason L Smith regularly speaks at industry conferences and to consumer groups on a wide variety of topics pertaining to financial planning and business operations. He also provides interactive training for advisors and institutions on planning processes, product and portfolio selection and strategies for building a holistic business. For more information about having Jason speak at your next event or train your group of advisors, please call (888) 240.1923 or complete the form below for more information.
Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson bookstores in airports across the country. Read Full Article
Follow the Bucket Plan strategy for a worry-free retirement. View the Video
Best-selling Retirement Planning Book Now Available to Travelers Across the Country. Read Full Press Release
Jason Smith discusses his Bucket Plan for reaching financial goals. Listen Now
Financial planner Jason Smith addresses these concerns in a useful new book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” (Greenleaf Book Group). One of Smith’s mentors, IRA expert Ed Slott, who will be familiar to many readers of this column, wrote the foreword. Read Full Article