How Technology is Redefining Estate Planning: A Modern Guide for Financial Advisors

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:

Anthony “Tony” Engrassia, LUTCF®, NSSA®, CFF ®, is a highly accomplished financial planner and the founder of Wealth Management Strategies, Inc. With over 30 years of experience, he specializes in retirement planning, income distribution, social security, estate planning, and insurance planning. He is also a series 65 securities license holder and licensed for life, health, and long-term care insurance. Tony is recognized for authoring books, creating the Strategic Freedom Process™ financial planning approach, and teaching educational workshops on financial topics.

Tony’s expertise and client-centric approach have earned him numerous accolades. He is a life member and elite Top of the Table member of the Million Dollar Round Table (MDRT). He is also actively involved with the National Association of Certified Financial Fiduciaries, National Association of Insurance and Financial Advisors, Rotary Club, Knights of Columbus, and nonprofits promoting financial literacy. His commitment to professionalism and serving clients’ best interests make him a trusted advisor in the financial planning industry.

Sarah Soria, CFP®, with an MBA, brings over 15 years of financial industry expertise to her role as Co-Founder of Encompass Financial Planning. Holding both a Master of Business Administration from Sacramento State University and the prestigious Certified Financial Planner designation, Sarah is dedicated to the highest industry standards. She’s also certified in the Bucket Plan® Best Interest Process, demonstrating her unwavering commitment to her clients.

Sarah’s strength lies in forging personal connections with her clients, allowing her to create customized financial plans with ongoing wealth management, and she excels at simplifying complex financial concepts. Her fiduciary duty is paramount, ensuring her clients always come first, and she has a special passion for guiding divorced and single women through the financial landscape.

About the Additional Contributor:

Dave Alison 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. Wealth Management, his own financial services firm.