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

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.