About the episode:
Are your clients charitably inclined? Learn effective strategies to help them give to the causes they care about in a tax-efficient way.
Join guest host Kalem Mackey, CFP®, BPC, Executive VP at C2P, and guests, Jeff Warnkin, Senior Wealth Advisor at JL Smith Holistic Wealth Management, and Dave Alison, President and founder of C2P, as they discuss charitable giving strategies.
Key Points Discussed:
Learn how to effectively guide your clients through charitable giving decisions while considering their overall financial plan, tax situation, and long-term goals.
About the Host:
Kalem Mackey, CFP®, BPC is an accomplished financial services executive with over 20 years of industry experience. As Executive Vice President and Partner at C2P, as well as founder of Superior Financial Planning, he is dedicated to helping American families achieve their financial aspirations. Mackey’s expertise spans sales management, insurance wholesaling, and financial advising. He is a strategic leader and a sought-after industry speaker, sharing his knowledge in retirement income planning and tax management. Prior to C2P, Mackey earned his bachelor’s degree from UC San Diego and founded his own financial planning firm.
Mackey’s career is marked by a strong commitment to client success. He works closely with advisors and insurance distribution partners to deliver exceptional experiences and tailored insurance solutions. As a Bucket Plan® Best Interest Process Trainer, he provides coaching and support to help advisors offer comprehensive financial planning strategies.
About the Guests:
Dave Alison, CFP®, EA, BPC is an accomplished financial planner and business leader committed to helping advisors expand their reach and improve the quality of their service to clients. In addition to being the President and a Founding Partner of C2P and the Founder and CEO of Alison Wealth Management — his own financial services firm — he is also the President and Founding Partner of Prosperity Capital Advisors, an acclaimed planning-first RIA. Dave leverages his expertise in all things financial planning, particularly taxes and solutions for high-net-worth clients, to educate financial professionals on best practices and ways to raise the bar in their own practices.
Jeff Warnkin, CFP, CPA, NSSA is a seasoned specialist in personal finance and retirement planning with over 25 years of experience. He currently serves as a Lead Advisor at JL Smith Holistic Wealth Management. Based in Greater Cleveland, Ohio, he specializes in guiding successful professionals, business owners, and retirees toward achieving lasting financial security for themselves and their families, helping ensure they can savor their retirement to the fullest. Jeff’s dedicated team offers comprehensive financial planning solutions tailored to pre-retirees and retirees, focusing on optimizing total wealth and establishing reliable income streams during retirement.
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