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X-WR-CALNAME:James Grubman, PhD
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X-WR-CALDESC:Events for James Grubman, PhD
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DTSTART;VALUE=DATE:20230803
DTEND;VALUE=DATE:20230804
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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
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DTSTART;VALUE=DATE:20230804
DTEND;VALUE=DATE:20230805
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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
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