Wealth That Lasts

MGMT 833.641

Managing personal wealth is a business that should be guided by solid plans based on your goals, assets, and lifestyle needs. Learn how to better manage your wealth in a proactive, comprehensive, and objective manner.

READ MORE ABOUT THIS COURSE
Classroom
Starting at $995.00
As few as 6 weeks
0.0
1.2

What you can learn.

  • Learn to apply a process-driven approach to wealth management by focusing first on your personal goals and objectives
  • Develop a customized plan that is designed to preserve and grow your wealth Gain the confidence to better manage your financial team

About this course:

Managing personal wealth is a business that should be guided by solid plans based on your goals, assets, and lifestyle needs. Yet many individuals and families treat their investments in a non-businesslike manner. This course is designed exclusively for affluent individuals and families who want to learn how to better manage their wealth in a proactive, comprehensive, and objective manner. In an easily communicated way, the course teaches you, the individual investor, how to apply a process-driven approach to wealth management by focusing first on your personal goals and objectives. Instructors work with you to ultimately develop a customized plan that is designed to preserve and grow your wealth, help you gain confidence to manage your financial team, and provide the tools you need to manage your wealth like a business.

Winter 2020 Schedule

Available Format(s):

These courses meet in person and make use of an online presence to varying degrees.

Available
-
Tuesday 6:00PM - 8:30PM
Location: Westlake Village
371576
Fee:
$995.00
70 days left. Enroll by Jan 20, 2020
See Details
Notes

Enrollment limited.

Refund Deadline
No refunds after February 12, 2020
Schedule
Type
Date
Time
Location
Lecture
Tue Feb 11, 2020
6:00PM - 8:30PM
Westlake Village
Four Seasons Hotel
Lecture
Tue Feb 18, 2020
6:00PM - 8:30PM
Westlake Village
Four Seasons Hotel
Lecture
Tue Feb 25, 2020
6:00PM - 8:30PM
Westlake Village
Four Seasons Hotel
Lecture
Tue Mar 3, 2020
6:00PM - 8:30PM
Westlake Village
Four Seasons Hotel
Lecture
Tue Mar 10, 2020
6:00PM - 8:30PM
Westlake Village
Four Seasons Hotel
Lecture
Tue Mar 17, 2020
6:00PM - 8:30PM
Westlake Village
Four Seasons Hotel
Available
-
Wednesday 6:00PM - 8:30PM
Location: UCLA Extension Lindbrook Center in Westwood
371578
Fee:
$995.00
70 days left. Enroll by Jan 20, 2020
See Details
Notes

Enrollment limited.

Refund Deadline
No refunds after February 13, 2020
Schedule
Type
Date
Time
Location
Lecture
Wed Feb 12, 2020
6:00PM - 8:30PM
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 107A
Lecture
Wed Feb 19, 2020
6:00PM - 8:30PM
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 107A
Lecture
Wed Feb 26, 2020
6:00PM - 8:30PM
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 107A
Lecture
Wed Mar 4, 2020
6:00PM - 8:30PM
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 107A
Lecture
Wed Mar 11, 2020
6:00PM - 8:30PM
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 107A
Lecture
Wed Mar 18, 2020
6:00PM - 8:30PM
UCLA Extension Lindbrook Center in Westwood
UCLA Extension Lindbrook Center 107A

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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