Conference registration open from 10:00 a.m. - 8:00 p.m. All attendees must check in at the Registration Desk.
4:00 - 6:00 p.m.
Distinguished Panel Discussion & Reception:
Marketing to the Affluent Through Philanthropy
Reception open to CAP® graduates, as well as any Knowledge Summit attendees interested in understanding the philanthropic market.
• What affluent families want - and often do not get - from their advisors when it comes to legacy planning. • How philanthropy can open doors in your community to wealthy families. • Case architecture. • Learn how CAP® can make a difference to serve your clients.
Host
Keynote Speakers “Why We give”
Producer Perspective
Phil Cubeta, MSFS, CAP®, ChFC®, CLU® Sallie B. and William B. Wallace Chair in Philanthropy,
Sallie B. and William B. Wallace, CLU®, ChFC® The American College Foundation Board (Emeritus)
Anthony J. Domino, Jr., MSFS, CAP®, ChFC®, CLU®
President, Associated Benefit Consultants
