This summer 2016, there will be two programs!


A program for young men entering the 9th and 10th grade will be held from Saturday, July 17th to Sunday, July 23rd.

A program for young ladies entering the 9th and 10th grade will be held from Saturday, July 31st to Sunday, August 6th.

 

 Volunteers Needed!

Check out our volunteer welcome video:

 


Thank you to everyone who took part in making the 2015 LIFEvest - Financial Literacy Summer Residential Program a success!

 August 2 to August 8, 2015



Class of 2015



             2014 Class Video                              2013 Class Video

   


Our Mission

The UC Irvine, Center for Investment and Wealth Management's Financial Literacy Summer Residential Program is a one-week, on-campus program dedicated to helping underserved 8th and 9th grade students by teaching life skills in money and investment management in a highly supportive environment.  Our mission is to instill a continued desire to strengthen understanding of financial matters, encourage admission into a four-year college or university, and to inspire confidence and success in all areas of life.

Our summer residential scholars are smart, ambitious, determined and eager to learn.  They need only a few key tools to achieve their educational and life goals - financial literacy and guidance on how to develop a plan for their future.  The LIFEvest program gives these deserving students a solid foundation on which to build their dreams.

 

Kara L. Duckworth, CFP®
Chief Compliance Officer/Principal



It costs $2,100 to send a student to the Financial Literacy Summer Residential Program; however, the program tuition comes at no cost to the student and is completely funded by the Center and its sponsors.

How To Get Involved in 2016

Volunteers and Sponsors, there are many ways to get involved!