Special Financial Planning Opportunities with a Focus on Charitable Planning (RECORDED)
Jun 25, 2020
Russell James, J.D., Ph.D., CFP®
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.
About the Presenter
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.