AEP® and EPLS Forum
Bringing Philanthropy Home for Your Highest-Capacity Clients
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Active Accredited Estate Planner designees and Estate Planning Law Specialist Certificants only, please.
About the Forum
As AEP® designees and EPLS certificants, we are professionals, but also civic leaders, team builders, and citizens with a stake in the success of our hometown. In this presentation, you will learn a simple rubric ("the baseball analogy") for positioning your professional services as with your most generous clients. It will also help you position your work with nonprofits in which you yourself participate as a donor, volunteer, or leader.
Attendees will learn
By the end of this session, you will be able to:
- Understand what you can provide to legacy clients beyond tax-efficient wealth transfer.
- See how to position your professional skills on the legacy planning team.
- Support clients as they bring their legacy home to the people, places, and causes that they love.
About our Presenter
Philip Cubeta - Philanthropy Educator
Phil founded Philanthropy Offerings in 2022 to help donors bring philanthropy home to the communities in which they are personally engaged.
Prior to this, he served for 12 years as the Wallace Chair in Philanthropy at The American College of Financial Services, where he was responsible for the Chartered Advisor in Philanthropy (CAP®) designation. During his tenure, over 2,000 advisors and nonprofit gift planners received this designation.
Before joining The American College, Phil served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company providing estate, business, and philanthropic strategies to affluent clients through 200 of the company's top agents.
Phil's original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M. Phil. He also holds a Master of Science in Financial Services (MSFS) from The American College.
Phil was inducted in 2022 into the Charitable Gift Planners Hall of Fame. Earlier, he was honored with the Fithian Leadership Award by Advisors in Philanthropy. He has also been recognized with the "Power of the Purse" award (Advisor category) from the Texas Women's Foundation. He is a member of The Leadership Institute of The National Association of Charitable Gift Planners, National Association of Estate Planners & Councils, and The Purposeful Planning Institute.
This presentation is approved for (1) hour of CE for your AEP® designation.