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Formerly known as Planned Giving Round Table of Arizona


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Russell James Series: "Introduction to Planned Giving: Motivations for Financial Advisors""

  • 09 Feb 2021
  • 11:30 AM - 1:00 PM
  • Virtual Platform


Registration is closed

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:

  • Lowering taxes
  • Trading gifts for income
  • Providing dramatic benefit to highly desirable clients
  • Increasing (multi-generational) assets under management

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 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!

Arizona Charitable Gift Planners

  602.840.2900 X1

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