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NAEPC Webinar - Meet the Rileys: Can this Case be Closed?
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7/12/2017
When: 07/12/2017
3:00 - 4:00 PM
Where: Webinar
United States
Presenter: Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®
Contact: NAEPC

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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.


Registration Fees
• $40 / Accredited Estate Planner® designee
• $60 / member of EPCNYC
• $100 / non-member
• $250 / council meeting or group gathering 

 

To learn more about the NAEPC Monthly Webinar Series and to see both past & upcoming programs, CLICK HERE.


Continuing education credit will be available for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-fileIt 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

 

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary education.  Programs are available live and on-demand to individuals and to be used as group gatherings where EPC members view the program together in a single location.   Why not consider adding a webinar to your schedule as a new and creative program?  

 

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