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).

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.

Jim Grubman and Kristin Keffeler led an interactive 90 minute webinar on the tenets of Wealth 3.0 for the 21/64 advisor collective.