"Education is the most powerful weapon which you can use to change the world."

– Nelson Mandela

Changing Strategies for Changing Times
Economic Outlook Revisited
The Paul Merage School of Business - UC Irvine

Join us mid-year to learn from and ask questions of two dynamic speakers
as they discuss up-to-the-minute tactics, strategies, and planning considerations for OC businesses.

California State Controller
John Chiang
addressing insights to California’s financial position
and its impact on Orange County

and

UC Irvine’s Paul Merage School of Business Dean
Andrew J. Policano
with a mid-year update to his Business Outlook speech
presented to the Irvine Chamber January 2009.

Thursday, July 23, 2009
11:30 am - 1:30pm
(includes luncheon)
The Pacific Club, Newport Beach

Individuals: $80
Table of 8 Sponsorships: $600

Space is limited.

Sorry! This event is sold out.

Please email us to be added to the waiting list should seats become available.

Register online by credit card, or mail checks payable to “UC Regents” to
UCI Merage School CIWM
Attn: Melissa Beck SB 350
Irvine, CA 92697-3125

STEERING COMMITTEE MEMBERS


Chair:
Pamela M. Adams, CFP®, MBA
Vice President, Investment Officer
Wells Fargo Advisors

Andrew Policano
Dean,The Paul Merage
School of Business at UC Irvine

Matt Brown
Estate Planning Attorney
Brown & Streza LLP

Lupe Erwin
Insurance Broker
Wood, Gutmann & Bogart

Michael S. Silvio
Director, CBIZ MHM, LLC
Tom Hopper
Private Banker
BNY Mellon Wealth Management

Mitchell Spann
Senior Director of Development and Alumni
Relations, The Paul Merage School of
Business at UC Irvine

Joseph V. Volz, CFP®
Wealth Management Advisor
Merrill Lynch


ABOUT THE CENTER FOR INVESTMENT AND WEALTH MANAGEMENT AT THE PAUL MERAGE SCHOOL OF BUSINESS

Our mission is to create and disseminate vital, applicable research and knowledge concerning the creation, management and inter-generational transfer of wealth. The Center is gaining national recognition as a source of cutting-edge research and innovative programs that advance our understanding of and successful practice in the field of wealth management, including all of its relevant disciplines and audiences. Contact Mitch Spann at 949.824.1655 for more information.