Meeting/Event Information

June 2017 Breakfast Meeting

June 15, 2017
7:30 AM to 9:00 AM
 Add to Calendar

Omaha Marriott Regency Hotel
10220 Regency Circle
Omaha, NE 68114
http://www.marriott.com/hotels/travel/omawe-omaha-marriott/
 Directions

7:30-8:00 – Networking, breakfast buffet opens

8:00 – 8:10 – Short chapter business meeting

8:10 - 9:00 -- The Chartered Advisor in Philanthropy (CAP) Program

Join AFP-Nebraska for our June meeting, which will be a breakfast meeting at The Marriott Regency Hotel in Omaha.

Mark Weber of SilverStone Group in Omaha will be speaking about the Chartered Advisor in Philanthropy (CAP) program and the importance of bringing together people from advising professions and the nonprofit community to better enact the wishes and plans of donors.

About Our Speaker

Mark Weber, JD, MSFS, CLU, CHFC, AEP, CAP is a Principal of SilverStone Group and a recognized consultant to business owners and executives. He specializes in uses of life insurance to fund estate taxes and business succession plans. Mark introduced the idea of “CAP Study Groups” to Omaha in 2012 and is the primary facilitator of the Chartered Advisor in Philanthropy classes.

About CAP

The Chartered Advisor in Philanthropy (CAP) program is a year-long series of courses that teach professional advisors how to best help clients discover the legacies they will leave their families and community. The program provides professionals with the knowledge and tools needed to help clients reach their charitable giving objectives while also helping them meet their estate planning and wealth management goals. By integrating the professions of law, accounting, financial services, and planned giving, the Omaha Community Foundation promotes an inter-disciplinary approach to most effectively achieve their client’s goals.

The CAP program involves passing three graduate level courses and meeting in 15 class sessions. The American College, in Bryn Mawr, PA, is the nation’s leading educator of professionals in the insurance and financial services industry providing remote learning throughout the country. Over 1,000 individuals have been awarded the CAP designation since its inception in 2003.

This program will provide one hour of CFRE credit, pending approval.

Register online or via e-mail to Chapter Administrator Joe Pittman at afpnebraska@cam-omaha.com or 402-397-0280.  Registration fees can be paid online or at the door by cash, check or credit card.

Tickets

$20.00 Member Registration

$35.00 Non-Member Registration

Documents

CAP - Mark Weber Presentation