| PR01806: Clarity 2 Prosperity, LLC |
| PSI Provider Number: | S17191 |
| Provider Type: | Independent |
| CE Certification Date: | 12/11/2018
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| PL Certification Date: | 12/11/2018
|
| Address: | c/o NUCO 4157 Olympic Blvd Ste 225 Erlanger, KY 41018 |
| Web Url: | clarity2prosperity.com |
| Contact: | Joyce Coots |
| Telephone: | 859-692-2263 |
| Status: | Active |
| Termination Date: | N/A |
| View Instructors |
If a status is Pending or Pending Replacement click on it for more details.
Active Course Information
| Course Number | PSI Course Number | Course Name |
| 2 | C16288 | Charging Planning Fees for a Holistic Planning... |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 2/26/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 11 | C26234 | Tax Management Journey -Classroom |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 8 | Life and Health | Classroom | 9/18/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 10 | C26235 | Tax Management Journey -Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 8 | Life and Health | Classroom - Webinar (Classroom) | 9/18/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 5 | C12038 | The Bucket Plan 1.0 Best Interest Process Live.... |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 9 | Life and Health | Classroom | 4/3/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 8 | C17405 | The Bucket Plan 1.0 Best Interest Process Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 9 | Life and Health | Classroom - Webinar (Classroom) | 8/17/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 9 | C17407 | The Bucket Plan 2.0 Holistic Planning Process Webi |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 9 | Life and Health | Classroom - Webinar (Classroom) | 8/17/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 1 | C16292 | The Bucket Plan Best Interest Planning Process |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 2/26/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 3 | C16290 | The Soon Bucket and the Solutions Within It |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 2/26/2019 | N/A |
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