2021-2022 Virtual Opening Meeting

Date: Tuesday, September 14, 2021
Time: 6:00pm - 7:15pm
Location: Virtual Zoom Mtg.
Speaker: Russell James, J.D., Ph.D., CFP

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Russell James, J.D., Ph.D., CFP® is a chaired 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. 

He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving. 

Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years during which the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment.

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 and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

September 14, 2021 Virtual Opening Meeting

Title: Special charitable financial and estate planning opportunities for September 2021

Description: Pandemic, market fluctuations, interest rate drops, expiring 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 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.

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(Guests are Welcome to Register for this event!)

We look forward to seeing you in September!

(RSVP by Sept. 12th)


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