Special Financial Planning Opportunities (RECORDED)

On Tuesday afternoon November 17, VCF hosted a virtual event featuring Russell James to discuss financial planning with a focus on charitable impact.

Date

Nov 17, 2020 - Nov 17, 2020

Time

1:00 p.m.

Location

Virtual

Topic

Presenter(s)

Dr. Russell James

James explored how people could take advantage of special one-time opportunities - how the circumstances of the pandemic, market fluctuations, interest rate drops, CARES Act tax law changes, and SECURE Act tax law changes has led to some attractive opportunities for those with charitable interests.

Couldn't make it? Replay the recording below.

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 (planned giving). 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. His financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.