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 and on Eleanor 
Schano’s AgeWise program on PBS.
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
• Consultant, universities, community foundations, hospital foundations, and other non profits.
• 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.
• Invited Radio guest, including KDKA Radio’s Small Business Report.
• 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.
"I would love to provide a testimonial about Scott Keffer, which is quite easy, since I am a big fan ever since I saw him present. I thought his presentation was genuine, heartfelt and outside the box! His delivery is as good as any I’ve witnessed and I have seen a lot of presentations. Scott has a great story to tell!”
“Scott and I have known each other for over a decade. He is
articulate and creative. He is always prepared and makes a fabulous presentation. His information is
timely and provides great take-aways for the attendees. I highly recommend him as a speaker. He will
make your next event a big success."
"I have attended Scott’s programs as both an attendee, and arranged for him to present to our National Program. As a speaker he is dynamic, motivating and organized. Scott does a great job connecting his message to his audience. He brings in-depth and useable information in an engaging and truly transforming style. I would recommend him without hesitation for your next meeting. You’ll be glad you did! In fact, we’ve just invited him back!"
“Scott’s presentation is the best of its kind because it’s easy to understand and moves people to
action.”
"Scott has consistently over-delivered in every presentation I have seen him give. He is regularly one of the top rated presenters, which is why we use him for our events. The attendees love his enthusiasm, warm stories and useable information. Don’t think twice about hiring him – he delivers!"
