The Pentera Blog
Webinar 9/7: Russell James J.D., Ph.D., CFP®, "Baby Boomers and Planned Giving: A Very Special Generation or Just Typical Old People?"
In this irreverent and entertaining session, Dr. 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!
Benefits of this session:
- Learn what makes Baby Boomers tick based on data-based research
- Discover how to best talk about planned giving with Boomers
- Unlock the best timing for planned giving discussions with this vital generation
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. 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.
Dr. James has published research in more than 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, and The Chronicle of Philanthropy.
