Special Financial Planning Opportunities With a Focus on Charitable Planning (RECORDED)
Review strategies to help take advantage of special one-time opportunities, including conversation strategies that are most effective in communicating with donors at times like this.
Recorded on June 25, 2020
Facilitated by Russell James, J.D., Ph.D., CFP®
Pandemic, market fluctuations, interest rate drops, CARES Act tax law changes, SECURE Act tax law changes – the changes never seem to stop! But with change comes opportunity. This combination of circumstances has led to some attractive opportunities for clients with charitable interests. In the presentation, Dr. James reviews the strategies available to help clients take advantage of these special one-time opportunities. Additionally, he will share his latest decision-making research results revealing the words, phrases, and conversation strategies that are most effective in communicating with donors during times like this.
Questions? Email Stephanie Chung.