PLEASE JOIN US ON
NOVEMBER 9, 2021
We Are Meeting "In Person"
(Box Lunch Will Be Provided)
Brain Performance Institute
2200 W. Mockingbird Lane
Dallas, TX 75235
A "Virtual" Option to Attend is Also Available
IN PERSON: 11:30 - 1:00 p.m.
VIRTUAL: NOON-1:00 p.m.
Wednesday, November 3, 2021 (5:00 p.m.)
FAMILY PHILANTHROPY: FIVE ESSENTIAL CONVERSATIONS FOR ADVISORS AND NONPROFIT GIFT PLANNERS
PHIL CUBETA, CLU®, ChFC®, AEP®, MSFS, CAP®
PLEASE NOTE: SPEAKER WILL BE "VIRTUAL" AND NOT "IN PERSON"
In this presentation you will learn how, from your professional role, to help clients touch all the bases as they hit their legacy home run for themselves, their family, and for the nonprofits they love. By the end of the session, you will be able to: 1) support a conversation about identity and purpose at "home base"; 2) support clients in determining, through an appropriate advisor, if they have enough for themselves; 3) help clients at third determine, with an appropriate advisor, where their wealth will go at death; 4) help clients appreciate the role of charitable tools at third base; and 5) help them structure a gift that brings their legacy home to a nonprofit near and dear to their hearts.
As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum. Prior to 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. He serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter). 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 the Masters of Science in Financial Services (MSFS) from The American College.
TO MAKE YOUR RESERVATION:
Click on the above "Register" Button
Go to the Website:
PLEASE NOTE REGISTRATION OPTIONS!
OPTIONS ARE "IN PERSON" OR "VIRTUAL"
There is no continuing education credit. After registration closes, an additional email will be distributed to the registrants regarding access instructions to the online presentation. If someone is registering for you, please be sure YOUR EMAIL ADDRESS is listed in the RSVP form. REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTER BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION.
We Would Like to Thank All of Our 2021 Sponsors
Communities Foundation of Texas
C3 Financial Partners
The Dallas Foundation
Dallas Jewish Community Foundation
PNC Institutional Asset Management
Southern Methodist University
Holland & Knight
Texas Presbyterian Foundation
DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS
P.O. BOX 38553, DALLAS, TX 75238 | 214-221-5170
www.dallascharitablegiftplanners.org | email@example.com