Scott Keffer

Scott Keffer is an internationally-recognized financial educator, speaker and lecturer, whom you may have seen interviewed by Bill Flanagan on KDKA TV’s Sunday Business Page. Keffer has authored a number of books, as well as created The Legacy Planning® Process, The Donor Motivation Program™, The Affluent Engagement System™, and others. Thousands of CPAs, attorneys and financial professionals have benefited from his instruction. His published articles have appeared in Physician’s News Digest, Resort Living, Dynamic Business, National Underwriter and Journal of the American Chiropractic Association. Scott has advised wealthy individuals and families from coast to coast for over a quarter of a century. His counsel and assistance has saved them over $712 Million in estate and income taxes. A Cum Laude Economics graduate of Washington and Jefferson College, Scott and his wife, Beth, live in Pittsburgh with their two children, Joshua and Anni. Scott is a warm and gifted communicator who has a passion for transforming people’s futures. Additional Professional Credentials • Continuing Education Instructor, JDs, CPAs, CLUs, ChFCs and CFPs. • Presenter, national tax and estate planning symposiums. • Guest speaker, CPA & law firms, estate planning councils and bar associations. • Invited TV guest, including KDKA TV, WPXI TV and PBS. • Former President, National Association of Family Wealth Counselors (NAFWC). • Member, Association for Advance Life Underwriting (AALU). • Member, The International Forum (Forum). • Member, International Who’s Who of Entrepreneurs. • Member, National Association of Estate Planners & Councils (NAEPC). • Member, International Association of Advisors in Philanthropy (AIP). • Member, National Committee on Planned Giving (NCPG). • Member, Estate Planning Council of Pittsburgh (EPC). • Member, Pittsburgh Planned Giving Council (PPGC). • Member, Family Firm Institute (FFI). • Cum Laude graduate, Bachelor of Arts (Economics), Washington and Jefferson College. -- Connect on Linkedin Facebook Twitter