Planned Giving Seminar Planned Giving Seminar

Legacy Planning Reimagined After Tax Reform

featuring Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®
The Sallie B. and William B. Wallace Chair in Philanthropy at The American College

A Continuing Education Seminar for Professional Advisors

Thursday, June 20, 2019
Registration 7:45-8:30 a.m. | Presentation 8:30-10:30 a.m.
Community Foundation of Greater Memphis | 1900 Union Avenue

Sponsored by: Community Foundation of Greater Memphis & Planned Giving Council of the Mid-South

$10 for members of the Planned Giving Council of the Mid-South; $20 for non-members.

Register

Email (fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank B. Horrell, CPA, CFP® or call him at (901) 722-0027 for more information or to check availability. Click below for more information about the seminar, speaker, and continuing education credits.

Continuing Legal/ Professional Education

Sponsors will apply for 2.00 hours CLE (TN, AR, & MS); 2.00 hours CPE: Specialized Knowledge and Applications; 2.00 hours CFP; 2.00 hours CTFA; CEU; and Tennessee Department of Commerce and Insurance continuing education credits.  

Session description

This seminar will cover how to conduct a values-driven legacy planning process for individuals, and families, who may or may not have an estate tax issue.

Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®

Cubeta Phil

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 currently serves on the Board of National Association of Estate Planners and Councils.

CAP®

Mr. Cubeta will also introduce the Chartered Advisor in Philanthropy® designation and program. CAP® is ideal for experienced advisors whose clients are considering gifts within a financial plan, business exit plan, or estate plan.  Most of these advisors will have prior credentials, including, CPA, CFP®, CLU®, ChFC®, MSFS, AEP, JD or LLM.  The CAP® program is also of great benefit to fundraisers and gift planners in the areas of major gifts or planned gifts.  Because CAP® courses are taken at the graduate level, you can earn credit toward a Master of Science in Financial Services degree while pursuing the CAP® designation.

Seminar Agenda and Learning Objectives

Legacy Planning Reimagined After Tax Reform

In this two hour seminar you will learn how to conduct a values-driven legacy planning process for individuals and familis  who may or may not have an estate tax issue

Delivery method: Group-live; Program level:  Basic; Prerequisites:  None required; Advance Preparation:  No advance preparation required; Who should attend? Attorneys; CPAs; financial planners and advisors; trust officers; and nonprofit fundraising and development officers and staff.

Registration fee refunds will be provided if you notify the Community Foundation by Monday, June 17.  In lieu of a refund, we will be happy to provide copies of the course materials.  For more information regarding administrative polices such as complaint or refund, please contact our offices at (901) 722-0019.

Please register in advance. Registration will be accepted the day of the seminar only if space is available.  

NASBA Sponsorship Information

NASBA CPERegistry Logo

The Community Foundation of Greater Memphis is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org