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Phil Cubeta
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Breakout Session
Tuesday, May 1, 2018 | 3:10 PM

Conducting the Conversations of Philanthropy

Phil Cubeta, CAP®, ChFC®, CLU®, The American College

At what point should an advisor bring up philanthropy with high net worth clients during the estate planning, financial planning, business exit planning, or retirement planning processes? Who should be included in the conversation? What conversation starters work best? And, what are we listening for, as these conversations unfold? Finally, how will we use what we hear to guide our planning process to achieve the best possible results for the client, the family, and for the causes they love, lead and support?

Attendees will:

  1. Be able to conduct an appropriate "Discovery/Agreement" conversation to establish the financial and charitable goals of high net worth clients.
  2. Be able to translate the qualitative conversation about goals into a quantitative financial planning process to insure that the client's personal financial goals are met through retirement. 
  3. Be able to fulfill, through appropriate planning, the client's highest aspirations at death for family and charity. 

 

 

Phil Cubeta, CLU®, ChFC®, CAP®, AEP®, Chair in Philanthropy, The American College, Bryn Mawr, PA

As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta, CLU®, ChFC®, CAP® 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 NAEPC Multi-Disciplinary Teaming and Professional Collaboration Committee, the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter), and on the Board of Interfaith Worker Justice. He is a past President of the North Texas Council of Charitable Gift Planners. In 2012 he was, along with Charles Collier of Harvard, the Fithian Leadership Honoree from Advisors in Philanthropy. 

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