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X-ORIGINAL-URL:https://jamesgrubman.com
X-WR-CALDESC:Events for James Grubman, PhD
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20241120
DTEND;VALUE=DATE:20241121
DTSTAMP:20260424T122014
CREATED:20241020T174811Z
LAST-MODIFIED:20241211T175825Z
UID:6950-1732060800-1732147199@jamesgrubman.com
SUMMARY:Schwab IMPACT Conference Presentation
DESCRIPTION:Jim co-presented on the Ten Domains of Family Wealth with Paul Ferguson of Schwab Family Office Services at the multi-day IMPACT Conference. The well-attended presentation detailed some of the options and strategic decisions firms may have concerning integrated service models.
URL:https://jamesgrubman.com/event/schwab-impact-conference-presentation/
LOCATION:San Francisco\, CA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20241113
DTEND;VALUE=DATE:20241115
DTSTAMP:20260424T122014
CREATED:20240831T153040Z
LAST-MODIFIED:20241211T180330Z
UID:6794-1731456000-1731628799@jamesgrubman.com
SUMMARY:The UHNW Institute Annual Symposium - 2024
DESCRIPTION:Jim led an interactive in-depth training on the Ten Domains of Family Wealth during the first afternoon\, accompanied by colleagues Stacy Allred and Tom McCullough\, at the third annual UHNW Institute Symposium. During the second day\, Jim participated in several segments focusing on the Institute’s latest major initiatives on integrated family wealth management. Feedback from the event was that the Symposium was the best it had ever been.
URL:https://jamesgrubman.com/event/annual-uhnw-institute-symposium-presentations/
LOCATION:New York NY\, New York
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20241025
DTEND;VALUE=DATE:20241026
DTSTAMP:20260424T122014
CREATED:20240831T150943Z
LAST-MODIFIED:20241211T180537Z
UID:6786-1729814400-1729900799@jamesgrubman.com
SUMMARY:Prestigious FFI award announced
DESCRIPTION:The Family Firm Institute bestowed its top practitioner award for 2024 – the prestigious Richard Beckhard Practice Award – on Jim Grubman at the fall FFI Annual Conference in London\, England.
URL:https://jamesgrubman.com/event/prestigious-ffi-award-announced/
LOCATION:London\, England\, UK\, London\, United Kingdom
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20241003
DTEND;VALUE=DATE:20241004
DTSTAMP:20260424T122014
CREATED:20240831T152145Z
LAST-MODIFIED:20241020T173823Z
UID:6791-1727913600-1727999999@jamesgrubman.com
SUMMARY:Repeat appearance at client events for Montreal bank
DESCRIPTION:Jim returned for a third year to discuss integrated family wealth management for UHNW clients at Financiere Banque Nationale\, focusing on legacy and communication skills.
URL:https://jamesgrubman.com/event/repeat-appearance-at-client-events-for-montreal-bank/
LOCATION:Montreal QC\, Montreal\, Quebec\, Canada
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240619
DTEND;VALUE=DATE:20240620
DTSTAMP:20260424T122014
CREATED:20240303T155927Z
LAST-MODIFIED:20241020T174145Z
UID:6321-1718755200-1718841599@jamesgrubman.com
SUMMARY:TIGER21 Canada Speaking Event
DESCRIPTION:Jim spoke at a special retreat workshop session for TIGER 21 (Calgary chapter) in Kelowna\, BC\, in western Canada at the remarkable O’Rourke Family Estate overlooking Kelowna Lake.
URL:https://jamesgrubman.com/event/tiger21-canada-speaking-event/
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240424
DTEND;VALUE=DATE:20240425
DTSTAMP:20260424T122014
CREATED:20240303T155337Z
LAST-MODIFIED:20240831T153358Z
UID:6317-1713916800-1714003199@jamesgrubman.com
SUMMARY:Audiobook Version of Wealth 3.0 Available
DESCRIPTION:For those wanting to learn more about Wealth 3.0 (the book and the paradigm)\, an audiobook version was published to Audible on April 24. It already is garnering very good reviews and multiple downloads.
URL:https://jamesgrubman.com/event/audiobook-version-of-wealth-3-0-to-be-published/
LOCATION:Virtual Event
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240322
DTEND;VALUE=DATE:20240323
DTSTAMP:20260424T122014
CREATED:20240303T154837Z
LAST-MODIFIED:20240513T133154Z
UID:6313-1711065600-1711151999@jamesgrubman.com
SUMMARY:Conference Session on Multigenerational Wealth Advising
DESCRIPTION:Jim presented an overview of multigenerational wealth advising from a Wealth 3.0 perspective at the Eagle Strategies (NY Life) premier event for advisors in Scottsdale AZ.
URL:https://jamesgrubman.com/event/conference-session-on-multigenerational-wealth-advising/
LOCATION:Phoenix AZ
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231026
DTEND;VALUE=DATE:20231027
DTSTAMP:20260424T122014
CREATED:20230408T143454Z
LAST-MODIFIED:20231226T160404Z
UID:5797-1698278400-1698364799@jamesgrubman.com
SUMMARY:Wealth 3.0 Discussion at FFI Annual Conference
DESCRIPTION:At the 2023 FFI annual conference in NYC\, the co-authors of the book Wealth 3.0 discussed their perspective on distinguishing family wealth advising from family business advising among other aspects of the new paradigm.
URL:https://jamesgrubman.com/event/wealth-3-0-discussion-at-ffi-annual-conference/
LOCATION:New York NY\, New York
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230804
DTEND;VALUE=DATE:20230805
DTSTAMP:20260424T122014
CREATED:20230408T143824Z
LAST-MODIFIED:20230830T131037Z
UID:5799-1691107200-1691193599@jamesgrubman.com
SUMMARY:The Ten Domains of Wealth for Successful Families
DESCRIPTION:Jim presented to the Bailey Program at the University of Denver about the Ten Domains of Family Wealth\, the conceptual model pioneered by the UHNW Institute. The Roundtable was well attended and produced a lively discussion looking at the benefits and challenges of integrated services in different practice settings.
URL:https://jamesgrubman.com/event/the-ten-domains-of-wealth-for-successful-families/
LOCATION:Denver CO\, Denver\, CO\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230803
DTEND;VALUE=DATE:20230804
DTSTAMP:20260424T122014
CREATED:20230408T142924Z
LAST-MODIFIED:20230830T131119Z
UID:5795-1691020800-1691107199@jamesgrubman.com
SUMMARY:Wealth 3.0 Workshop at 2023 PPI Rendezvous
DESCRIPTION:Jim Grubman\, Dennis Jaffe\, and Kristin Keffeler returned to the annual PPI Rendezvous for an in-depth workshop on practical implementation of Wealth 3.0. They distributed free copies of the just-released book and led a lunchtable discussion that was so well-attended it had to get moved to an inside room with three large tables to accommodate everyone.
URL:https://jamesgrubman.com/event/wealth-3-0-workshop-at-2023-ppi-rendezvous/
LOCATION:Denver CO\, Denver\, CO\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230216T150000
DTEND;TZID=America/New_York:20230216T160000
DTSTAMP:20260424T122014
CREATED:20230210T002648Z
LAST-MODIFIED:20230408T142312Z
UID:5640-1676559600-1676563200@jamesgrubman.com
SUMMARY:Conversations Beyond the Money - Webinar
DESCRIPTION:Jim was interviewed by Maureen Kelley\, Director of Family Office Services at BOK Financial Private Wealth\, on generational perspectives and positive approaches to wealth.
URL:https://jamesgrubman.com/event/conversations-beyond-the-money-webinar/
LOCATION:Virtual Event
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230126T120000
DTEND;TZID=America/New_York:20230126T130000
DTSTAMP:20260424T122014
CREATED:20230210T003621Z
LAST-MODIFIED:20230210T004113Z
UID:5645-1674734400-1674738000@jamesgrubman.com
SUMMARY:Panel Discussion - Psychology of Wealth and the Financial Planning Relationship
DESCRIPTION:Jim Grubman participated in a lively virtual panel discussion about financial planning\, money psychology\, and client relationship skills\, led by Dr. Meghaan Lurtz of the Columbia University Wealth Management program. Other participants included Dr. Sonya Lutter and Dr. Brian Portnoy.
URL:https://jamesgrubman.com/event/panel-discussion-psychology-of-wealth-and-the-financial-planning-relationship/
LOCATION:Virtual Event
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221117T130000
DTEND;TZID=America/New_York:20221117T140000
DTSTAMP:20260424T122014
CREATED:20221107T213155Z
LAST-MODIFIED:20221122T162002Z
UID:4837-1668690000-1668693600@jamesgrubman.com
SUMMARY:Authors @ Drucker - Webinar
DESCRIPTION:David Specht of the Claremont Graduate University Drucker School of Management hosted Jim online for a lively discussion of the concepts and advisor tips from Jim’s classic book\, Strangers in Paradise.
URL:https://jamesgrubman.com/event/authors-drucker-webinar/
LOCATION:Virtual Event
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20221103
DTEND;VALUE=DATE:20221104
DTSTAMP:20260424T122014
CREATED:20221107T212244Z
LAST-MODIFIED:20221107T212244Z
UID:4832-1667433600-1667519999@jamesgrubman.com
SUMMARY:UHNW Institute Symposium
DESCRIPTION:Jim participated in several very successful panels and breakout sessions discussing the increasing complex client families of today and tomorrow\, with the impact on UHNW firms\, advisors\, and family offices.
URL:https://jamesgrubman.com/event/uhnw-institute-symposium/
LOCATION:New York NY\, New York
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20221025
DTEND;VALUE=DATE:20221026
DTSTAMP:20260424T122014
CREATED:20220802T135840Z
LAST-MODIFIED:20221107T211335Z
UID:3684-1666656000-1666742399@jamesgrubman.com
SUMMARY:Workshop at FOX Fall Forum
DESCRIPTION:Jim was interviewed in a plenary session about Wealth 3.0 and then led an extensive afternoon workshop for families and advisors of the Family Office Exchange (FOX).
URL:https://jamesgrubman.com/event/workshop-at-fox-fall-forum/
LOCATION:Atlanta GA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220718
DTEND;VALUE=DATE:20220722
DTSTAMP:20260424T122014
CREATED:20220403T144823Z
LAST-MODIFIED:20220802T135413Z
UID:1625-1658102400-1658447999@jamesgrubman.com
SUMMARY:Purposeful Planning Institute - Annual Rendezvous
DESCRIPTION:Jim helped lead two packed sessions on practical applications of Wealth 3.0 with Dennis Jaffe and Kristin Keffeler for PPI’s community of family wealth advisors.
URL:https://jamesgrubman.com/event/presentation-at-purposeful-planning-institute-annual-rendezvous/
LOCATION:Denver CO\, Denver\, CO\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220608T130000
DTEND;TZID=America/New_York:20220608T143000
DTSTAMP:20260424T122014
CREATED:20220620T144745Z
LAST-MODIFIED:20220620T144745Z
UID:2386-1654693200-1654698600@jamesgrubman.com
SUMMARY:Redefining Our Work for a New Generation
DESCRIPTION:Jim Grubman and Kristin Keffeler led an interactive 90 minute webinar on the tenets of Wealth 3.0 for the 21/64 advisor collective.
URL:https://jamesgrubman.com/event/redefining-our-work-for-a-new-generation/
LOCATION:Virtual Event
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220524
DTEND;VALUE=DATE:20220527
DTSTAMP:20260424T122014
CREATED:20220308T201003Z
LAST-MODIFIED:20220620T144007Z
UID:1500-1653350400-1653609599@jamesgrubman.com
SUMMARY:Wealth & Legacy Family Retreat
DESCRIPTION:Jim helped facilitate a two-day family retreat for clients of Balentine LLC\, an Atlanta-based wealth management firm\, on integrating values\, philanthropy\, and legacy across generations.
URL:https://jamesgrubman.com/event/wealth-legacy-family-retreat/
LOCATION:Lake Toxaway\, NC\, Lake Toxaway\, NC\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220426
DTEND;VALUE=DATE:20220427
DTSTAMP:20260424T122014
CREATED:20220306T200447Z
LAST-MODIFIED:20220620T144144Z
UID:1498-1650931200-1651017599@jamesgrubman.com
SUMMARY:UHNW Client Event
DESCRIPTION:Jim was the featured presenter at two client events about core issues in family dynamics\, sponsored by the wealth advisory team at National Bank Financial (Financiere Banque Nationale).
URL:https://jamesgrubman.com/event/uhnw-client-event/
LOCATION:Montreal QC\, Montreal\, Quebec\, Canada
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220322
DTEND;VALUE=DATE:20220323
DTSTAMP:20260424T122014
CREATED:20220307T194039Z
LAST-MODIFIED:20220404T140913Z
UID:1480-1647907200-1647993599@jamesgrubman.com
SUMMARY:Don't Let Fear Derail Your Legacy
DESCRIPTION:Jim presented the new strengths-based approach to family wealth and legacy at two Sendero Wealth Management client events\, spanning HNW and UHNW clients\, prospects\, and advisors.
URL:https://jamesgrubman.com/event/dont-let-fear-derail-your-legacy/
LOCATION:San Antonio TX\, San Antonio\, TX\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210914
DTEND;VALUE=DATE:20210918
DTSTAMP:20260424T122014
CREATED:20210816T203016Z
LAST-MODIFIED:20211028T004437Z
UID:979-1631649600-1631908799@jamesgrubman.com
SUMMARY:Wealth 3.0: The Bold New Paradigm for Understanding Family Success
DESCRIPTION:Jim delivered the opening keynote at the Family Office Summit on the concepts and opportunities of a positive\, strengths-based approach to family wealth across generations.  He also led a workshop on understanding basic governance strategies that support excellent decision-making in wealthy families over time.
URL:https://jamesgrubman.com/event/wealth-3-0-the-bold-new-paradigm-for-understanding-family-success/
LOCATION:Deer Valley UT\, Park City\, UT\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210607
DTEND;VALUE=DATE:20210610
DTSTAMP:20260424T122014
CREATED:20210604T174944Z
LAST-MODIFIED:20210703T001139Z
UID:570-1623096000-1623268799@jamesgrubman.com
SUMMARY:UHNW Institute-Family Wealth Report Annual Conference
DESCRIPTION:
URL:https://jamesgrubman.com/event/uhnw-institute-family-wealth-report-annual-conference/
LOCATION:Online Two Day Event
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210518
DTEND;VALUE=DATE:20210520
DTSTAMP:20260424T122014
CREATED:20210405T161138Z
LAST-MODIFIED:20210702T235747Z
UID:240-1621368000-1621454399@jamesgrubman.com
SUMMARY:Wealth 3.0 - A New Perspective on Wealth Across Generations
DESCRIPTION:Jim presented a special virtual event for the nonprofit Community Foundation for Brevard County in Florida’s Space Coast. He discussed the growing attention to the strengths and opportunities of families with wealth\, leaving behind the typical emphasis on the assumed difficulties and failures that families fear are inevitable.
URL:https://jamesgrubman.com/event/wealth-3-0-a-new-perspective-on-wealth-across-generations/
LOCATION:Community Foundation for Brevard
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210420
DTEND;VALUE=DATE:20210423
DTSTAMP:20260424T122014
CREATED:20210405T161252Z
LAST-MODIFIED:20210702T235829Z
UID:243-1618948800-1619121599@jamesgrubman.com
SUMMARY:Leave Nothing to Chance: Proactive Planning for Longevity
DESCRIPTION:In this two-day webinar\, Jim collaborated extensively with Anna Nichols of Altair Advisers about steps families can take to ensure continuity in their estate plans and other transitions.
URL:https://jamesgrubman.com/event/leave-nothing-to-chance-proactive-planning-for-longevity/
LOCATION:Altair Advisers
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20201117
DTEND;VALUE=DATE:20201119
DTSTAMP:20260424T122014
CREATED:20210405T161714Z
LAST-MODIFIED:20210608T194121Z
UID:251-1605639600-1605725999@jamesgrubman.com
SUMMARY:So You Want to Hold a Family Meeting - Now What?
DESCRIPTION:Jim held an engaging webinar with Mat Harrison of Burgundy Asset Management (Toronto\, Canada) in a 90 minute virtual event about the specifics of doing family meetings for families of wealth. During the Q&A portion\, registrants asked multiple questions about Next Gen involvement\, how to handle disruptive family members in meetings\, and whether in-laws should participate in meetings\, among other topics.
URL:https://jamesgrubman.com/event/so-you-want-to-hold-a-family-meeting-now-what/
LOCATION:Burgundy Asset Management
END:VEVENT
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