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Guest Speakers: 

  • Mark Weber, JD, MSFS, CLU®, ChFC®, AEP®, CAP®, Principle, Private Client Services, SilverStone Group, Inc.
  • Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®, Sallie B. and William B. Wallace Chair in Philanthropy, The American College

Host:  Bruce DeBoskey, JD, Philanthropic Strategist, The DeBoskey Group & PPI Dean of Philanthropy

Description: A case study – The Omaha Chartered Advisor in Philanthropy Study Group program.

Introduction to Our Guest Speakers

Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®, Sallie B. and William B. Wallace Chair in Philanthropy, The American College

As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum.

Prior to joining The American College, Phil served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company’s top agents.

Phil’s original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil. He also holds the Masters of Science in Financial Services (MSFS) from The American College.

He serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter). He is a past President of the North Texas Council of Partnership for Philanthropic Planning. In 2012 he was, along with Charles Collier of Harvard, honored with the Fithian Leadership award by Advisors in Philanthropy. In that year he was also the “Power of the Purse” awardee (Advisor category) from Dallas Women’s Foundation.  He currently serves on the Board of National Association of Estate Planners and Councils.

Mark Weber, JD, MSFS, CLU®, ChFC®, AEP®, CAP®, Principle, Private Client ServicesSilverStone Group, Inc.

With more than 30 years of experience, Mark A. Weber is a recognized financial consultant to business owners and executives. He is widely recognized for his work in business transition planning and estate planning.

Mark has spoken on various financial and estate planning topics to audiences including the Nebraska Bar Association, the Nebraska Society of CPAs, the Iowa Bar Association, the University of Nebraska College of Law and School of Accounting, the Society of Financial Services Professionals, the Great Plains Federal Tax Institute, the Omaha Estate Planning Council, M Financial, the Big Ten Conference of Development and Planned Giving Professionals and the Nebraska Wealth Management Conference. He has authored the book The Legacy Spectrum and numerous articles on topics dealing with sophisticated uses of life insurance in estate and business succession planning.

He is a member of many professional associations, including the Society of Financial Service Professionals (SFSP), the Advanced Association of Life Underwriters (AALU), the National Association of Insurance and Financial Service Professionals (NAIFA), the Million Dollar Round Table (Top of the Table), the Nebraska Bar Association, the Omaha Bar Association and the Omaha Estate Planning Council. In several of these organizations, he has held leadership positions at both the local and national levels.

In conjunction with the Omaha Community Foundation, Mark started the Omaha Chartered Advisor in Philanthropy Study Group Program. For more than six years, Mark has trained over 80 professional advisors from Omaha’s leading professional advisory firms and philanthropic organizations.

 

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