Catch The Legacy Wealth Wave: Helping Boomer Clients Hit Their Legacy Home Run

Date: Wednesday, February 10, 2021
Time: 12:00pm - 1:00pm
Location: Zoom
Speaker: Phil Cubeta

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Catch The Legacy Wealth Wave:
Helping Boomer Clients Hit Their Legacy Home Run

Presented by Phil Cubeta, CLU, ChFC, MSFS, AEP,

CAP - The Wallace Chair in Philanthropy at The American College of Financial Services

Joint Meeting with Charitable Gift Planners of Tampa Bay

As Boomer’s enter their legacy planning years, they are slated to leave trillions to heirs and charity. Yet, under current law, fewer than 2,000 a year will owe estate tax. 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?

In this presentation you will learn how to open the legacy planning conversation and then connect it to financial planning, retirement planning, estate planning, and charitable tools. We will review a values-driven legacy planning process for high net worth clients and donors who may or may not have an estate tax issue.  You will also learn why strong relationships with nonprofits are essential if you are to help the donor tag all the legacy planning bases.

Wednesday, February 10, 2021

12:00 pm - 1:00 pm

Advance reservations are required

PCEPC Members - FREE

Guests - $15.00

Please register to be sent the link/code to join the Session.


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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