This annual event is open to professional advisors from across the region who want to learn charitable planning strategies to help better advise their clients. This event qualifies for 1 hour of CPE, CLE, or CFP continuing education credit.
Thursday, September 24, 2020
Featured Speaker: Russell N. James, III, J.D., Ph.D., CFP©
Presented via Zoom | Login begins at 8:45am | Presentation from 9:00-10:00am
Please Register in Advance
Qualifies for 1 hour of CPE, CLE or CFP continuing education credit.
Topic: Charitable Financial Planning Opportunities for the Remainder of 2020
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 his presentation, Dr. James reviews the strategies available to help clients take advantage of these 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 clients & donors.