Charitable Gift Planners of Central Florida – Charitable Gift Planners of Central Florida

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Upcoming Events

12:00 pm May 13, 2021 – Catch The Legacy ... @ Virtual

May 13, 2021 – Catch The Legacy ... @ Virtual

May 13 @ 12:00 pm – 1:00 pm

Catch The Legacy Wealth Wave: Helping Boomer Clients Hit Their Legacy Home Run Phil Cubeta, CLU, ChFC, MSFS, AEP, CAP May 13, 2021 As Boomers enter their legacy planning years, they are slated to leave trillions to heirs and charity. How, then, will you position yourself on the donor’s legacy planning team as he or[...]

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