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DTSTART:20231005T010000Z
DTEND:20231005T030000Z
LOCATION:Victoria Club, 2521 Arroyo Drive, Riverside, CA  92506
UID:2506120231005T010000ZEPCRC - James Bruner - “Business Transition Planning”   
DTSTAMP:20260522T184447Z
DESCRIPTION:\nProceed with passion – Helping company founders plan for a successful exit.  We will discuss facts and figures as well as best practices for Business Transition Planning.\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 Exit Planning Advisor® (CEPA®) 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 an 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
SUMMARY:EPCRC - James Bruner - “Business Transition Planning”    - Estate Planning Council of Riverside County 
PRIORITY:3
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DESCRIPTION:Reminder
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