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 discusses The Bucket Plan approach and how it can help you budget and move your finances forward in 2018. Watch
Author of “The Bucket Plan,” Jason L Smith finds that the happiest retirees stay productive. Whether they work part-time or volunteer in their community, they keep expanding their social connections rather than toggle between tracking their budget and watching television. Read Full Article
The bucket method categorizes retirement savings based on when you’ll need to tap those holdings. Read Full Article
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