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The Chartered Advisor in Philanthropy Designation & the "Elite Financial Advisor

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Tuesday, April 28 | 8:15 am -8:45 am
In this session, Les Winston will present results from the 2014-15 Survey of CAPs.   Attendees will learn how their colleagues explain what they do, how they promote what they do, and whether CAP has helped them increase philanthropic dollars raised.    AiP Foundation is Fully Invested in What Comes Next and Les will also discuss goals to help increase the number of CAPs and the public's awareness of the CAP designation.

Les Winston founded Insurance and Financial Services Inc. in 1977. A company built on the strongest principles of industry acumen and impeccable customer service, Insurance and Financial Services Inc caters implicitly to private clients who desire and require personal, undivided attention. Mr. Winston’s service portfolio includes an affiliate company – Insurance and Financial Services of South Florida – to provide registered investment advisory services. Les Winston holds the following certifications in financial planning and risk management:Chartered Advisor in Philanthropy (CAP®); Accredited Adviser in Insurance (AAI®); and Chartered Property Casualty Underwriter (CPCU®).  He is also the chair of the Advisors in Philanthropy Foundation.  

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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