Your Life, Your Wealth, Your Legacy
Preserving your lifestyle, growing your wealth and extending your legacy.

The Center for Investment and Wealth Management’s first conference in its Educational Series is pleased to once again uphold the quality of education and delivery for which The Paul Merage School of Management at UC Irvine is known in southern California and across the nation.

98% of all survey responses rated the conference, speakers, and activities as a four or better on a five point scale.

Here are just some of the comments received:

“The conference was overall excellent. From an organizational perspective, it was well-coordinated and efficiently done. It was great listening to all the presenters, each having a wealth of knowledge to share. Above all, Jim Leese, Michael Schulman and Doug Freeman presented some powerful information.”

“Thank you for a tremendous day that was surprisingly engaging, topped off by the reception that offered a chance to speak directly with the presenters for an even more personal perspective and follow-up advice. I’m looking forward to the next conference already.”

“It was great to have the education-based perspective across a broad range of financial insights instead of the typical sales presentation touting just one tool or company. I’m bringing my whole family next time.”

Past Program Information

The Paul Merage School of Business through its Center for Investment and Wealth Management offered this educational program to provide an overview to the complex issues associated with wealth management including legacy, preservation of wealth, estate planning and philanthropy. The purpose was purely educational.

Our presenters were highly experienced professionals from top wealth management companies. These individuals have collectively served hundreds of families with diverse planning needs. Our participants took advantage of these speakers’ unique expertise, to better understand how to organize and develop their own individualized plan:

Pamela M. Adams, CFP®, MBA
A.G. Edwards, a Division of Wachovia Securities, LLC
Strategic Long Term Care Planning

Tom Hopper
BNY Mellon Wealth Management
Privately Owned Business Considerations

Jim Leese
Ferruzzo & Ferruzzo LLP
Estate Planning and Trusts

Michael Ashley Schulman, CFA
Hollencrest Capital Management
Investments: High Net Worth Diversification for Protection and Growth

Doug Freeman
IFF Advisors, LLC
Family Dynamics and Philanthropy

Irving Katz
Katz Financial LLC
Life Insurance as a Strategic Asset

Camille Jayne
Matters at Hand™
Your Current Situation: Doing the Right Things Now

Joseph V. Volz, CFP and Shirley Quackenbush
Merrill Lynch
Planning for Corporate Executives

Joan Payden
Payden & Rygel
Luncheon Keynote Speaker

Lupe Erwin
Wood Gutmann & Bogart Insurance Brokers
Property and Casualty Insurance

For more information, please contact
Cristina Surpless at (949) 824-6042.

About the Center for Investment & 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 intergenerational 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. Opportunities to participate in the growth of the Center are numerous; contact Mitch Spann at 949-824-1655 for more information.