What you can do here
For Your Organization and Our Communities
- Participate in private conversations of public importance (by invitation).
- Have us create action-oriented courses in legacy planning for your constituents
- Enroll in courses offered by your sponsoring organization
- Invite us to give a talk
- Arrange “office hours” for your constituents
Phil Cubeta, CLU, CHFC, MSFS, AEP, CAP
Founder | Philanthropy Offerings
[email protected]
My original training was in Philosophy, Psychology, and Literature. After a career in financial services, I served for twelve years as The Wallace Chair in Philanthropy at The American College of Financial Services, responsible for the Chartered Advisor in Philanthropy (CAP) designation. Now, I have the freedom to learn and teach philanthropy with kindred spirits, by invitation, and through private courses and conversations.