5% Transfer of Wealth Professional Advisor Event Series – Baby Boomers and Planned Giving with Dr. Russell James
Start Date: July 20, 2023
End Date: July 20, 2023
Time: 11:00 AM - 12:00 PM PT
In this irreverent and entertaining session, Dr. Russell James reviews nationally representative data on Baby Boomers and their planned giving.
Beyond simple statistics, this session demonstrates how these demographic realities, and age-related psychological factors, should change how and when you communicate planned giving information to Boomers. If you want a session based on hard data that goes beyond "just so" stories with obligatory pictures of Woodstock, Vietnam, and Neil Armstrong - then this is the place for you!
Beyond simple statistics, this session demonstrates how these demographic realities, and age-related psychological factors, should change how and when you communicate planned giving information to Boomers. If you want a session based on hard data that goes beyond "just so" stories with obligatory pictures of Woodstock, Vietnam, and Neil Armstrong - then this is the place for you!
Event Location: Zoom
Speaker: Dr. Russell James
Dr. Russell James is a professor at Texas Tech University in Charitable Financial Planning and teaches Charitable Gift Law at the Texas Tech University School of Law. He’s worked as a planned giving fundraiser, an estate planning attorney in private practice, a major gifts fundraiser/college president, and now as a university professor researching charitable giving and fundraising. His research is cited in multiple news sources and his publications have been in over 40 academic journals. He performs classroom and online graduate instruction, webinars, seminars, educational videos, and keynote presentations at national conferences for fundraisers, financial planners, and estate planners.
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