Podcast: Giving Back in Retirement with Phil Cubeta

The American College of Financial Services
Retire with Purpose Podcast
November 9, 2020

When contemplating a life in retirement, many older Americans may want to give back in their later years, but they may not be sure of how to balance this desire with maintaining a secure income for themselves.

Phil Cubeta, CAP® program director at The College, speaks with Casey Weade on the Retire with Purpose podcast about philanthropy, the benefits of leaving a legacy later in life, and how advisors and clients can map out a plan to protect retirement income while also positively impacting their communities.

Listen to the podcast here.

Invest in your career with a professional designation.

One of the keys to philanthropic success is proper financial planning. Through the three-course Chartered Advisor in Philanthropy® (CAP®) designation program, you will learn how to help philanthropies maximize their donations and resources. The CAP® is designed for experienced professionals in both the financial services and nonprofit sector, and gives you the power to do more with your career.

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