BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:5da52e741de259c9bc583039be3ac71e574 CATEGORIES:Calabasas SUMMARY:Warner Center May Meeting DESCRIPTION:
The Warner Ce nter Chapter meeting will feature a discussion on the impact of the coronav irus on the financial markets. BP Member Chip Humphries will be interviewi ng Josh Willis, a client advisor for JP Morgan. Come join us for an engagin g discussion!
About the Speakers
Josh Willis, Vice President, is a Client Advisor for J.P. Morgan Asset Management. In this role, Josh represents JPMorgan's intellectual capital and investment solutions includi ng mutual funds, separately managed accounts, ETF's, and alternative invest ment capabilities to premier financial advisors at major Wealth Management firms in Southern California. Josh offers over 19 years of experience in th e Financial Services Industry. Josh played 4 years of Division 1 college ba sketball at Cal State University at Northridge. He currently resides in Lon g Beach with his wife and three kids.
Chip Humphries’ career in wealth management began in 1998, when he joined Merril l Lynch Wealth Management. He is a qualified portfolio manager who, in addi tion to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined s trategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios and third-party investment strategies. In addition, Chip focuses on in intergenerational wealth transfer strategie s, using a holistic approach. He is a CERTIFIED FINANCIAL PLANNER™ certifi cant, a designation awarded by the Certified Financial Planner Board of Sta ndards, Inc., and also holds a Certified Investment Management Advisor® (CI MA®) designation. Chip earned a bachelor's degree in economics at UCLA and lettered on the Bruins' varsity tennis team for three years. He and his wif e, Alissa, live in Agoura Hills, California, with their three children, Tyl er, Ricky and Alexa.
Please watch the training and read the documents on the BP ZOOM Resource Center strong>, so you are prepared for the meeting. It is essential that you RSVP 24 hours in advance using the link below, so our Membership Coordinator can send you the meeting information promptly.
Cost: Free