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January 12, 2021
Planned Giving Council Meeting

Planned Giving Council of Palm Beach County will be hosting our upcoming  meeting on January 12, 2021.  Our notable speaker, Russell James, J.D., Ph.D., CFP®, is the Professor of Charitable Financial Planning at Texas Tech University, Lubbock, TX.  Russell's presentation will be on "Charitable Planning Strategies in a Pandemic". This is a compilation of two talks – "Raising Major Gifts of Assets in the Aftermath of Covid-19 and Top 10 Charitable Planning Strategies for Financial Advisors under the New Tax Law and SECURE Act."  We hope to see you in attendance!

JANUARY SPEAKER

Russell James, J.D., Ph.D., CFP®

Professor of Charitable Financial Planning,
Texas Tech University

TIME

Networking 8:15 a.m. - 8:30 a.m.

Meeting & Presentation - 8:30 a.m. - 9:45 a.m.

LOCATION 

ZOOM

A link to the meeting will be sent out prior to the event to all registrants.  Please be on the lookout for an email from Planned Giving Council of Palm Beach County a few days prior to the webinar.

JANUARY SPONSOR

2020-2021 PLATINUM SPONSOR