We Believe Education Is the First Step to Success.
Spring 2020 Classes in Irvine, CA

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.
Our Instructors Will Help You:
-
Define meaningful and measurable values, goals, and objectives
-
Communicate your wealth management strategies to your family members and advisors
-
Your wealth is transitioning from one generation to the next
-
You have felt at a disadvantage when trying to communicate with a professional advisor
-
You are turned off by similar courses that only want to solicit financial services or products