We Believe Education Is the First Step to Success.
Wealth That Lasts
A Private Wealth Management Course
Designed Exclusively for Affluent Individuals and Families
We believe education is the first step to success. In the Wealth That Lasts course, our experienced instructors will teach you the core aspects of a process-driven wealth management strategy that is aligned with your personal values, goals, and objectives. Through Wealth That Lasts, it is our goal for you to have the education, tools, and knowledge necessary to confidently manage your wealth for generations to come.
Tuesdays, March 24- April 21, 2020
510 E. Peltason Dr. Irvine, California 92697
FREE information session: Thursday, March 5, 2020
FREE information session: Wednesday, January 29, 2020
Las Vegas, Nevada