(NAEPC Webinar) Meet the Rileys: Can this Case be Closed?
Presented by National Association of Estate Planners & Councils
Wednesday, July 12, 2017
12:00 pm to 1:00 pm PT
Speaker: Philip Cubeta, CLU®, ChFC®, MSFS, CAP®
Join with us to plan for J.D. and Mary Riley, age 70, as they plan to exit their $18 million S-Corporation and transition to greater giving and community engagement. What holds them back as they contemplate signing off on their plans? Where might our process have gone wrong? Can the case be saved? This program is intermediate to advanced.
Phil teaches philanthropy to advisors and nonprofit gift planners in the American College Chartered Advisor in Philanthropy (CAP) program.Prior to this he was Chief of Staff for The Nautilus Group, an initiative of New York Life, providing estate and business planning strategies to the clients of the company leading representatives. His original training was in the humanities.
