Russell James, J.D., Ph.D., CFP® is a University Distinguished Professor in the School of Financial Planning at Texas Tech University, where he directs the graduate program in Charitable Financial Planning. A nationally recognized expert in planned giving and charitable estate planning, Dr. James combines extensive academic research with years of practical experience as an estate planning attorney and fundraising professional specializing in planned and major gifts.

IN PERSON | Offices of Jewish Federation of NENY

The Golub Center, 184 Washington Avenue Ext., Albany

Presented by The Jewish Community Endowment Fund of Jewish Federation of Northeastern New York

Four Continuing Education credits available for attorneys, certified financial planners, and certified public accountants.

If you would prefer to call us and register and/or pay by check, please contact Deborah Goldstein (518) 783-7800 x230.

Please note that an asterisk (*) indicates required information.

TicketsPrice

RSVP

Includes breakfast.
Participants requesting CLE credits will incur an additional charge.

$55.00
Total: $0.00

CREDITS (select one or all that apply)*

  • 4 Continuing Legal Education Credits

    4 Professional Practice provided by Albany Law School’s Center for Continuing Legal Education

    Albany Law School’s Center for Continuing Legal Education has been certified by the New York State Continuing Legal Education Board as an accredited provider of Continuing Legal Education in the State of New York. This program has been accredited as a source of 4 continuing legal education credits for both transitional and non-transitional attorneys in New York State. For financial hardship guidelines, please call Deborah Chapman Goldstein at the Jewish Federation, (518) 783-7800 ext. 230.

    Note: New York State Continuing Legal Education Board regulations state that credit shall be awarded only for attendance at an entire course or program, or for attendance at an entire session of a course or program. No credit shall be awarded for attending a portion of a course or a portion of a session.

    Price $120.00

  • 4 CFP Board Credits

    This program meets the requirements of the CFP Board. 4 Credits available. CE Sponsor ID #2603.

    Price $0.00

  • 4 NYS Board for Public Accountancy Credits

    Authorized by the NYS Board for Public Accountancy to provide 4 credits in the areas of Taxation and Advisory Services. NYS Sponsor License #001937.

    Price $0.00

  • NO CREDITS REQUESTED

    Price $0.00

Accommodation: We welcome requests for accommodation due to a disability.  Please contact Deborah Chapman Goldstein, (518) 783-7800 ext. 230 at least a week prior to the course to discuss your requirements.

If you have any questions, please contact Deborah Goldstein at 783-7800 x230 or [email protected].

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