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:019c295171c1d08c9565c36005a1fbce818 CATEGORIES:Orange County SUMMARY:Orange County March Meeting DESCRIPTION:
Market Update: Looking Back at 2020 and Ahead to 2021 p>
Join our Bruin Professionals Orange County chapter with guest speakers and BP members- Jeff Stern and Cheryl Gee. Jeff and Cheryl will share the outcome of market trends from 2020 and look ahead at updates for 2021.
< p>About the SpeakersJeff Stern is a Banker in the Orange County office of J.P. Morgan’s Private Bank. He is responsible for advising clients on a range of personal wealth management m atters including portfolio construction, asset allocation, credit solutions , retirement planning, charitable giving, and banking services.
Prior to joining J.P. Morgan, Jeff worked for Pacific Investment Management Comp any in New York and Newport Beach where he advised regional banks and leadi ng insurance companies on investment solutions. Prior to his work at PIMCO, Jeff served as an Analyst in the Portfolio Analytics Group at BlackRock pr oviding fixed-income risk and analytics reporting to senior management at i nsurance companies.
Jeff received his B.A. in Economics from the Univ ersity of California Los Angeles and an MBA from the UCLA Anderson School o f Management where he served as Director of Private Wealth Management. He h olds series 7, 63, and 65 certifications.
Cheryl Gee is Vice President of Wealth Management, Certified Financial Planner, and C ertified Exit Planning Advisor at UBS Financial Services Inc. She received her B.A. in Economics at UCLA and also has her Series 7, 31, and 66 securit ies licenses.
Cheryl delivers a comprehensive holistic approach to d elivering wealth management. She focuses on these areas: Business Owners th at are considering selling their business- As a Certified Exit Planning Adv isor she works with business owners to create and execute their vision by u sing a thorough discovery process to help identify the gaps in their transi tion plan. After the transition we continue to execute the plan by utilizin g our Liquidity, Longevity, and Legacy approach to wealth management. Busin ess Executives- Cheryl works with business executives to provide a highly p ersonalized approach to wealth management by servicing their unique investm ent and planning needs. Athletes- Financial planning can be the difference between a lifetime of opportunities of the chance of ending a hard fought c areer with little of the financial rewards remaining for their next act.
Time will be set aside for attendee introductions, so u sing the video feature throughout the meeting is encouraged. Please watch t he training and read the documents on the BP ZOOM Resource Center, so you are prepared for the meeting.
Cost: F ree