Special Charitable Financial Planning Opportunities for March/April 2023

Date: Tuesday, March 21, 2023
Time: 12:00pm - 1:00pm
Location: San Antonio Country Club - 4100 N. New Braunfels, San Antonio
Speaker: Russell James III, Ph.D, J.D., CFP - Texas Tech School of Financial Planning

Pandemic, market fluctuations, interest rate changes, SECURE Act tax law changes, SECURE 2.0 — the changes never seem to stop! But with change comes opportunity. This combination of circumstances has led to some attractive opportunities for clients with charitable interests.  In his presentation, Dr. James reviews the strategies available to help clients take advantage of these special one-time opportunities. Additionally, he will share his latest decision-making research results revealing the words, phrases and conversation strategies that are most effective in communicating with donors during times like this.

Registration will open at 11:30am.

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