Formerly known as Planned Giving Round Table of Arizona
A Session within the Russell James'
Charitable Planning Training Series
Tune into a presentation lead by
Melissa Kemp, CFP(R)
"Introduction to Planned Giving: Motivations for Financial Advisors"
This facilitated program will provide and engaging discussion diving deep into Russell James’ Session 3 of his Charitable Planning Training Series. This “Into to Planned Giving 3: Motivations for financial Advisors” program will clarify, identify and discuss how the financial advisor can better serve their client with offering gift planning tips and tools within their financial and/or estate plans by:
Be sure to view Russell James' Session 3 of his Charitable Planning Training series in preparation for formulated discussion during the program:
This interactive discussion will be augmented by a shared feedback tool called Mentimeter. Use a dual screen or your phone to log on to www.menti.com for interactive feedback.
There will be additional sessions on:
March 3, 2021
April 29, 2021
Program pre-approved for 1PT CFRE CE credit
Thank You to Our Program Partner!
PO Box 4130 Scottsdale, AZ 85261