The Summit

The Real Demographics of Baby Boomers - A very special generation or just typical old people?

Dr. Russell James​ III

friDAY, OCTOBER 19, 10:00 A.M. – 11:00 a.M.


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 that demographic realities 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!

CFRE: Approved for 1 point  

CFP: Approved for 1 point  

CAP: Approved for 1 hour CE Credit

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Dr. Russell James III

Professor & CH Foundation Chair in Personal Financial Planning,
Director of Graduate Studies in Charitable Planning, Texas Tech University

Russell James, J.D., Ph.D., CFP® is a professor at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning. Prior to his career as an academic researcher, Russell worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri, for 6 years and later served as president of the college for more than 5 years, with direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment. Russell has published research in more than 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.