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X-WR-CALDESC:Events for James Grubman, PhD
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DTSTART;TZID=America/New_York:20220608T130000
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DTSTAMP:20260424T150829
CREATED:20220620T144745Z
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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
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20220524
DTEND;VALUE=DATE:20220527
DTSTAMP:20260424T150829
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
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20220426
DTEND;VALUE=DATE:20220427
DTSTAMP:20260424T150829
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
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20220322
DTEND;VALUE=DATE:20220323
DTSTAMP:20260424T150829
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
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20210914
DTEND;VALUE=DATE:20210918
DTSTAMP:20260424T150829
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
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20210607
DTEND;VALUE=DATE:20210610
DTSTAMP:20260424T150829
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
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DTSTART;VALUE=DATE:20210518
DTEND;VALUE=DATE:20210520
DTSTAMP:20260424T150829
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
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20210420
DTEND;VALUE=DATE:20210423
DTSTAMP:20260424T150829
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
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20201117
DTEND;VALUE=DATE:20201119
DTSTAMP:20260424T150829
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
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