May 13, 2021 – Catch The Legacy Wealth Wave: Helping Boomer Clients Hit Their Legacy Home Run

May 13, 2021 @ 12:00 pm – 1:00 pm
Janet Caramello

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 she decides how much to leave now, later and at death to heirs and charity? What process will you follow? What tools will you suggest? Who else will play on your legacy planning team? In this presentation you will learn how to open the legacy planning conversation and how to build a team across our disciplines to help clients and donors hit their legacy home run.

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. 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. He serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter). He is a past President of the North Texas Council of Partnership for Philanthropic Planning. In 2012 he was, along with Charles Collier of Harvard, honored with the Fithian Leadership award by Advisors in Philanthropy. In that year he was also the “Power of the Purse” awardee (Advisor category) from Dallas Women’s Foundation. He has served on the Board of National Association of Estate Planners and Councils. And he is a member of The Leadership Institute of National Association of Charitable Gift Planners.

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