USM Foundation

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Baby Boomers and Planned Giving: A Very Special Generation or Just Typical Old People? 

Thursday, March 9, 2023
10:00 am – 11:30 am

In this irreverent and entertaining session, Dr. James reviews nationally representative data on Baby Boomers and their planned giving. Beyond simple statistics, this session demonstrates how these demographic realities, and age-related psychological factors, should change how and when you communicate planned giving information to Boomers. If you want a session based on hard data that goes beyond “just so” stories with obligatory pictures of Woodstock, Vietnam, and Neil Armstrong – then this is the place for you!

Presented by Russell N. James III, J.D., Ph.D., CFP®, Professor & CH Foundation Chair in Personal Financial Planning, Director of Graduate Studies in Charitable Planning at Texas Tech University, Lubbock, TX
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