Log in

Providing Informed Guidance in the Creation, Conservation and Distribution of Estates

Log in

The Hidden Code of End-of-life Decisions (webinar)

  • February 01, 2023
  • 7:45 AM - 9:00 AM
  • Online


Registration is closed

February Meeting is Online

The Hidden code of end-of-life decisions

What estate planners can learn from decision-making

in life insurance, annuities, estate planning, and healthcare

Russell James III, Ph.D., J.D., CFP®

Texas Tech University

Thank you to our sponsor

7:45 am - Announcements, Estate Plan Update

No later than 8:00 am - Presentation begins.
Please join by 7:45 to ensure you hear the entire program

9:00 am - Adjourn

1.0 MCLE General Credit approved.
CFP credit pending. CPA certificates provided.

Death is different.

When it comes to making decisions involving end-of-life, people respond in unusual ways. In this presentation, Professor James brings together scientific and demographic research from a range of end-of-life decisions to uncover remarkably consistent principles of what works in persuasive communication. Understanding this “hidden code” will change the way you think, and talk, about estate planning and financial giving.

Russell James, J.D., Ph.D., CFP® is a professor in the School of Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving. 

Prior to his career as an academic researcher, Dr. James 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, where he had 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. 

Dr. James has published research in over 75 peer-reviewed scientific journal and law review articles and has been quoted on charitable and financial issues in a variety of news sources including The New York Times, The Wall Street Journal, The Washington Post, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, The Economist, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine. He is a member of the Hall of Fame of the National Association of Charitable Gift Planners. 

MCLE PCAM 541668

DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607
Tel.  708.338.0760 |

© Copyright 2022 DuPage County Estate Planning Council | All Rights Reserved

Powered by Wild Apricot Membership Software