Frameworks of Financial Success

What does the class have to offer?

October 3, 10, & 17, 2023 | La Jolla Library

This comprehensive series on wealth management offers a rich and multifaceted learning experience that covers various aspects essential to successful wealth management. Through a combination of theoretical knowledge, practical applications, and industry insights, you will gain a deep understanding of key concepts, trends, and strategies. From analyzing real-life wealth management scenarios to developing comprehensive financial plans, this series equips you with the skills needed to navigate risk management, estate planning, tax considerations, and ethical dilemmas. With guest speakers sharing their expertise and best practices, you will gain valuable insights from industry professionals. Whether you are a high net worth individual, navigating wealth transitions, or seeking to enhance your investment management strategies, this series provides a comprehensive foundation to thrive in the world of wealth management.

Class 1: Wealth Foundations

October 3, 2023 | 6:00 PM

Description: This class covers the core principles and practices that underpin effective wealth management. Dimitri will explore the definition and scope of wealth management, industry evolution and trends, and the roles and responsibilities of a wealth manager, along with regulatory and ethical considerations. The class also delves into financial analysis, goal setting, risk tolerance assessment, asset allocation, and investment strategies. By the end of this class, you will have a solid understanding of wealth management fundamentals, empowering you to navigate the complexities of this field successfully.

Class 2: Risk & Estate Mastery

October 10, 2023 | 6:00 PM

Description: This class covers various risks in wealth management, effective risk management strategies, and the role of insurance products. The "Estate Planning and Wealth Transfer" segment explores estate planning objectives, wills, trusts, tax-efficient wealth transfer, and charitable giving. In "Tax Planning and Strategies," we discuss tax systems, considerations in wealth management, tax-efficient investments, and retirement planning implications. The class also addresses ethical considerations, including fiduciary duty, conflicts of interest, and professional standards, through case studies. Guest speakers from the industry provide valuable insights and best practices. Join us to gain a comprehensive understanding of risk management, insurance, estate planning, tax strategies, and ethical guidelines.

Class 3: Applied Wealth Management

October 17, 2023 | 6:00 PM

Description: In the final class, you will analyze real-life wealth management scenarios, apply concepts and strategies, develop comprehensive financial plans, and present recommendations to clients. This hands-on approach allows you to refine your problem-solving skills and effectively communicate complex financial information. Join us in this class to gain practical experience, strengthen decision-making abilities, and elevate your communication skills.

Who should attend this class?

This course is specifically tailored to meet the distinct needs of high net worth individuals and families. It is highly recommended for those who find themselves in any of the following circumstances:

Transitional Wealth: If your wealth is transitioning through generations or if you have recently inherited family wealth, this course will provide valuable insights into effectively managing and preserving your assets during these transitions.
Liquidity Events: If you are experiencing a liquidity event, such as selling a business or receiving a cash settlement, this course will help you navigate the process of transitioning from illiquid to liquid assets while optimizing your financial outcomes.
Financial Knowledge Gap: If you feel disadvantaged due to a lack of financial knowledge, this course will empower you with the necessary tools and understanding to make informed decisions and take control of your investment management.
Dissatisfaction with Current Methods: If you are dissatisfied with your current method of investment management and seek a more effective approach tailored to your specific needs, this course will provide you with alternative strategies and techniques to enhance your wealth management practices. Join this course to gain invaluable knowledge and skills that address the unique requirements of high net worth individuals and families, ensuring you are well-equipped to navigate wealth transitions, optimize asset liquidity, bridge financial knowledge gaps, and enhance investment management strategies.