Matt Hames
AC21 Workshop-Leading Strategic Giving Conversations with a Biblical Perspective
About the Course
| Introducing the philanthropic conversation with a client can be challenging for a financial advisor. The task is often to help a client maximize their assets rather than give them away. In this session, Matt Hames teaches advisors to understand the progression of economic value in their clients’ lives, to be able to instruct clients on the identity and purpose of a giving strategy, and to use the ten principles of generosity to encourage philanthropy in their clients’ financial planning and wealth management. |
About the Speaker
Matt Hames
National Christian Foundation, Acru Strategy LLCMatt Hames, CTFA® is a strategic advisor with the National Christian Foundation and the founder of Acru Strategy, LLC, a strategic advisory firm. He is a 24-year veteran of the financial services industry and holds the professional designation Certified Trust & Financial Advisor (CTFA) indicating excellence in the areas of fiduciary responsibilities, trust activities, personal finance, insurance, estate planning, tax planning, and investment management. Matt and his wife, Deana, have two teenage children and live in the Atlanta area.
Available Sessions
| # | Session | Score | |
|---|---|---|---|
| 1 | 2021 AC Workshop-Leading Strategic Giving Conversations with a Biblical Perspective | Take Test |
Need Help?
1.404.497.7680
info@kingdomadvisors.com
Continuing Education
Accepted for CE Credit
Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum Passing Grade: 80%
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