NAEPC Webinar: Meet the Rileys: Can this Case be Closed?
Presented by National Association of Estate Planners & Councils
Wednesday, July 12, 2017
3:00pm - 4:00pm ET
Speaker: Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®
Join with us to plan for J.D. and Mary Riley, age 70, as they plan to exit their $18 million S-Corporation and transition to greater giving and community engagement. What holds them back as they contemplate signing off on their plans? Where might our process have gone wrong? Can the case be saved? This program is intermediate to advanced.
Phil teaches philanthropy to advisors and nonprofit gift planners in the American College Chartered Advisor in Philanthropy (CAP) program.Prior to this he was Chief of Staff for The Nautilus Group, an initiative of New York Life, providing estate and business planning strategies to the clients of the company leading representatives. His original training was in the humanities.
REGISTER HERE for the individual program. To register for the 2017 series, please click HERE.
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.