Latest / The Bucket Plan® On-Demand Series
How Technology is Redefining Estate Planning: A Modern Guide for Financial Advisors
Discover how leading financial advisors are revolutionizing their estate planning services with the Wealth.com platform and technology. Join host, Kalem Mackey, CFP®, BPC, to learn successful implementation strategies and client outcomes from guests, Sarah Soria, CFP®, CEO of Encompass Financial Planning, Anthony “Tony” Engrassia, LUTCF®, NSSA®, CFF ®, Owner of Wealth Management Strategies, and Dave Alison, CFP®, EA, BPC, President of Prosperity Capital Advisors and Alison Wealth Management. Learn how these advisors are charging for this service, streamlining the estate planning process, and…
The skinny
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