The Center presents a number of conferences and other forums of direct benefit on topics of intense interest to industry leaders in a broad range of topics such as understanding Social Security, protecting your social and financial identity in the digital age, learning about the billionaire wildcats who launched the U.S. energy revolution, and making sense of the current global economy and financial markets. Other areas of interest include:
Additionally, the Center presents annual programs for more targeted audiences.
This one-week, on-campus program is dedicated to helping underserved 9th and 10th 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.
This annual summer program is designed for highly motivated, talented high school students who wish to gain a deep understanding of investments and financial planning. Acclaimed faculty from the Merage School partner with industry experts to deliver a unique learning environment through a combination of case studies, group projects, on-line simulations and student presentations. The program culminates in the creation of a personal wealth management plan by each student, paving the way for a lifelong plan of financial success.
Your Life, Your Wealth, Your Legacy
An invitation-only retreat for women that explores new ideas and educates them on the management of wealth. Past topics have focused on common critical issues affecting affluent families including: