Lunch and Presentation
Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm
Title: Are you Ready for the Legacy Wave? Helping Donors Hit a Legacy Home Run
Speaker: Phil Cubeta, MSFS, CLU®, ChFC®, CAP®, Sallie B. and William B. Wallace Chair in Philanthropy at The American College of Financial Services
and Elliot Dole, CFP®, EA, AEP®, CExP™, CAP® Wealth Advisor Buckingham Strategic Wealth
About the talk: Speakers will discuss the pros and cons of emphasizing legacy planning as a whole generation of Boomers matures into the legacy phase of life. He will demonstrate how to use ‘the baseball analogy’ to get donors to touch all the bases in the legacy planning process. You will leave will leave with proven conversation starters to motivate donors step up to plate, round the bases and bring their legacy home to you, feet first or standing up.
CE pending approval CFRE 1.25, CLE 1.0