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!
