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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

Matt Hames

National Christian Foundation, Acru Strategy LLC

Matt 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.

Continuing Education

Accepted for CE Credit

Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum  Passing Grade: 80%