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DTSTART:20141126T003000Z
DTEND:20141126T030000Z
LOCATION:University Club of Santa Barbara
UID:1115520141126T003000ZHow Do You Define True Wealth
DTSTAMP:20260522T081957Z
DESCRIPTION:\nJoel Baker\n \nCofounder of Financial Planning Services and\n \nFounder of The J R Baker Group\n \n►►►►►►▼◄◄◄◄◄◄\n \nCofounder of Financial Planning Services, one of the first fee-based financial and estate planning\n \nfirms in 1971. In 1974, teamed up with Gus Hansch, who many feel is the father of financial\n \nplanning and who wrote one of the first books on the topic. * Over the last thirty-eight plus years,\n \nJoel has partnered with many of the nation's premier independent financial planning and service\n \nfirms. "While I have learned a lot from these associations, I feel I have actually learned more from\n \nmy clients and what is truly important to them and their families. * With this client input, a special\n \nprocess has developed over the last fifteen years that has become known as “The J R Baker Process”.\n \nThe J R Baker Group was formed to specialize exclusively in Wealth Optimization, Legacy Planning\n \nand Focused Investment Opportunity Portfolio Design and Administration Services. Our goal is to\n \n"Empower Families through the Generations".\n \n~ \n \nFounder, Pacific Coast Youth Polo Association. ~ Cofounder and Director of the Mammoth Lakes\n \nFoundation. ~ Past Director, Santa Ynez YMCA. Past Director, Solvang Theaterfest. ~Past Director,\n \nCalifornia Culinary Foundation. ~ A member of Gold Cuppers (Board of Directors) and\n \nEndowment Fund committee member for the Vikings of Solvang. ~ Assist my wife, Charlotte in the\n \nmentoring of local kids and kids from Compton, California through the Junior Posse of Compton.\n \nWe have also worked with foster kids. “We are trying to make this a better world, one kid at a\n \ntime.”\n \nMarried to Charlotte Bredahl-Baker, one of our country's best dressage riders, winning a team\n \nbronze at the 1992 Olympics and an international dressage judge. "My work has provided me with\n \na fine life in the Santa Ynez Valley, north of Santa Barbara. I love the outdoors. On weekends I have\n \nbeen playing professional polo since 1970 and I have enjoyed raising and training many of the\n \nhorses I currently play. I was fortunate to attend Fort Lewis College in Durango, Colorado, on a\n \nskiing scholarship, and I still enjoy the sport immensely. These are the opportunities we all deserve\n \nin life."\n
SUMMARY:How Do You Define True Wealth - Santa Barbara Estate Planning Council 
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DESCRIPTION:Reminder
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