Tuesday NEXT >>
TUESDAY WEDNESDAY THURSDAY FRIDAY
Schedule for Tuesday, October 27
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
The American College
Biography
Biography Biography
Dates, times, and session topics subject to change.
 
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