About the Seminar
Effective Charitable Financial Planning: Financial Strategies, Client Psychology, and National Trends
DJCF/SWCF has served individuals, families, businesses, and nonprofits throughout Texas for over 50 years. Established in 1973 to provide support for community organizations and to promote philanthropy, the Foundation has worked since its inception with professional advisors to empower their clients’ charitable giving. Now in its 29th year, the DJCF/SWCF Professional Advisors Seminar is one of the cornerstone annual events for the Dallas professional advisor community. The seminar offers the opportunity to learn from a nationally recognized expert, earn continuing-education credits, and network with professional advisors across several fields. The content of the seminar is designed to appeal to accountants, estate attorneys, financial planners, insurance agents, wealth advisors, and other related professions. This year, the seminar will take place on September 4 at the Westin Galleria and will feature Russell James III, Ph.D., J.D., CFP®, a renowned expert in financial planning and charitable giving. Professor James is the CH Foundation Chair of Personal Financial Planning and the Charitable Giving Program Director at Texas Tech University.
Event Details
Dallas Westin Galleria
September 4, 2024
Breakfast: 7:30 – 8:00 AM
Seminar: 8:00 – 10:30 am
About the Speaker
Russell N. James, J.D., Ph.D., CFP® Russell James is a professor in the Department of Personal Financial Planning at Texas Tech University. He holds the CH Foundation Chair in Personal Financial Planning and directs the on-campus and online graduate program in Charitable Financial Planning. Prior to his career in academic research, he served as planned giving fundraiser, an estate planning attorney in private practice, and a college president.
Seminar Sponsorship
Though sponsoring DCJF/SWCF’s seminar makes the event possible, it’s about more than just that: sponsorship demonstrates to the community your company’s commitment to ongoing education. DCJF/SWCF is grateful for the support of our sponsors, and we welcome the opportunity to discuss sponsorship opportunities with you.
Sponsor list as of 5/7/2024
Primary Sponsor
We are grateful to Meadows Collier for 17 years of sponsorship!
Partner Sponsors
Supporter Sponsors
