Philanthropic Planning | On-Demand Webcasts
Virtual Knowledge & Network: The Riley Case Webcast
The American College of Financial Services Alumni Association presents “The Riley Case,” a webcast led by Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®. This session provides information on how to conduct a values-driven legacy planning process for high net worth clients and donors who may or may not have an estate tax issue.
July 22, 2020
July 22, 2020
Philanthropic Planning | On-Demand Webcasts
Donor-Advised Funds: From Passion to Lasting Impact
July 08, 2020
Philanthropic Planning | On-Demand Webcasts
Impact Investing: How Will It Disrupt Your Work?
June 24, 2020