Special Financial Planning Opportunities with a Focus on Charitable Planning (RECORDED)
A special program for professional advisors held on June 25, 2020
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.
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In his 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.
Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). Dr. James has published research in over 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy. His financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.
Co-sponsored by:
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