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:   

https://www.youtube.com/watch?v=1T2DrrR9xOc&list=PLXlw33tLHLH_ROHvdFp-QJ34rQfpXyV8d&index=3&t=47s

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!