The Center for Investment and Wealth Management    

Wealth Management Frontier Blog Polaris CompetitionFinancial Literacy

 

Investments, Financial Planning and You 


 

This inaugural summer program is designed for motivated, talented high school students who wish to gain a deep understanding of investments and financial planning.

 

Monday, July 25 – Friday, July 29, 2016

8:00 AM - 5:00 PM

$995 per student

 

Learn More

 

 

Schwab MoneyWise on Campus

For all UCI Undergraduates! Get Started Today!

schwabmoneywiseoncampus.com/ucirvine

  


 

 

 

Your Life, Your Wealth, Your Legacy

A Retreat for Women of Wealth

 

 

By Special Invitation Only

 

Thursday, November 3 &

Friday, November 4, 2016

 

The Island Hotel

Newport Beach, California

 

 

Flickr Albums

 

View our photos:

 

LIFEvest Financial Literacy Program

This year, we will be having two programs thanks to generous support from PAAMCO!

 


 

Young Men

  • Saturday, July 17 - Sunday, July 23

Young Ladies

  • Saturday, July 31 - Sunday, August 6

 

 Volunteers Needed! View Video:

 

 

LIFEvest is completely funded by generous donors since no funding is received from The Paul Merage School of Business School, UCI, or the State of California. It costs about $2,100 for each student to attend the program and we have 40 students this year. All donations go directly to program costs so our students and their families are not burdened with any fees. Your support is vital and any contribution you can provide makes a difference in the lives of these students.

 

Your support makes a difference. Click here to make an impact today!