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X-WR-CALDESC:Events for James Grubman, PhD
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DTSTART;VALUE=DATE:20210607
DTEND;VALUE=DATE:20210610
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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
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20210518
DTEND;VALUE=DATE:20210520
DTSTAMP:20260516T110449
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LAST-MODIFIED:20210702T235747Z
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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
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DTSTART;VALUE=DATE:20210420
DTEND;VALUE=DATE:20210423
DTSTAMP:20260516T110449
CREATED:20210405T161252Z
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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
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20201117
DTEND;VALUE=DATE:20201119
DTSTAMP:20260516T110449
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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
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