Phil Cubeta, a renowned expert in Planned Giving, was hosted by Southwestern Medical Foundation and UT Southwestern Medical Center on June 12, 2018, to discuss Life, Love, & Legacy. His perspective and wisdom around leaving "the lasting gift" struck a chord with guests. See below for exclusive video content and more: 

Life, Love, and Legacy: A Conversation with Phil Cubeta (32 min)

The Kahn Family Story, featuring Michael Kahn and Ethel Zale (6 min)

Life, Love, & Legacy Slides (pdf)

The Legacy Spectrum by Mark Weber (free planning worksheets available)

Event Photos | Life, Love, & Legacy Recap Blog Post 

Quotes to Inspire


If you are interested in learning more about planning your own legacy, please click here or contact us.