UC Irvine Today
Your Life, Your Wealth, Your Legacy
This fifth annual, educational event is presented by the Center for Investment and Wealth Management. Your Life, Your Wealth, Your Legacy is an exclusive opportunity for women from across the United States to explore new ideas and learn more about managing wealth and well-being. This year's retreat will focus on critical issues affecting affluent families such as philanthropy, family effectiveness, new generations, and your own financial future. The program will feature experts: Shelly Hoss, President of the Orange County Community Foundation; Lee Hausner, Managing Director at First Foundation Advisors; Jeanne Jackson, Special Advisor to the CEO at Nike, Inc.
Thursday, October 12 at 10:00am to 5:00pm
Monarch Beach Resort 1 Monarch Beach Resort N, Dana Point, CA