BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20230111T013000Z
DTEND:20230111T033000Z
LOCATION:The Vue Grille & Bar 44500 Indian Wells Ln, Indian Wells
UID:2287020230111T013000ZBusiness Exit Planning
DTSTAMP:20260525T131257Z
DESCRIPTION:\nJames "Jim" Bruner, CFP, MPAS, CPWA, CEPA\n Senior Vice President - Wealth Management,\n Senior Portfolio Manager Wealth Advisosr\n \nAligned Wealth Partners\n UBS Financial Services, Inc.\n \nJim started in the financial services industry in 1990 with Bank of America. Prior to joining UBS in 2007, Jim was a Senior Vice President with US Trust, a division of Bank of America, in Palm Desert. Jim has been a Certified Financial Planner (CFP) professional since 1999 and was licensed as a Certified Private Wealth Advisor (CPWA) in 2018. He holds an M.S. in financial planning from the College for Financial Planning and a B.A. in communications from California State University, Fullerton. Jim was granted the designation Master Planner Advanced Studies (MPAS) in November 2013 and the designation of CERTIFIED FINANCIAL PLANNER (CFP) in 2019.\n \nHe is former Chairman of the Board of the Riverside International Automotive Museum, and he sits on the board of the Palm Springs International Film Festival. He is past board president of Big Brothers Big Sisters of the Desert, and past Vice President of the Indian Wells chapter of Childhelp. Jim has taught investments, financial planning, and corporate finance as a adjunct professor for the University of Redlands and California State University, San Bernardino. Jim lives with his wife, Kelly, in Bermuda Dunes, and enjoys outdoor activities, including off-roading and boating.\n \nProfessional achievements and education\n B.A., Communications, California State University, Fullerton\n M.S., Personal Financial Planning, College for Financial Planning, Denver\n CERTIFIED FINANCIAL PLANNER (CFP)\n Master Planner Advanced Studies (MPAS)\n Certified Exit Planning Advisor (CEPA)\n Series 7 and 66 securities licenses\n \n \n \nBuilding a Better Business Plan for Your Family\n \nAn owner or CEO is focused on the task at hand; leading and growing a great company while navigating the occasional obstacle.  Just as an owner has a plan for their business, shouldn't they have a plan for their family?  Come join us to hear how we can work together to help business owners and their families.  We'll take you through several real-world cases and answer your particular questions.\n \n \n \nThank You to our Silver Patron Meeting Sponsor!\n \n[Lutringer Mediation Associates](https://www.lutringeradrconsulting.com)\n  \n \nWe look forward to seeing you in 2023!\n \n(Must Register by Jan. 8, 2023)\n
SUMMARY:Business Exit Planning - Desert Estate Planning Council, Inc. 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR