Welcome to Wealth Management

The University of Miami presents its Preserving and Transferring Wealth course! This is a two-session workshop with follow-up.

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Features

• Instruction by Andrew Menachem, MBA, CIMA and Geoffrey M. Robbins, MBA, CFP
• Seminar workbooks
• University of Miami certificate of completion
• Personalized Portfolio and Estate Plan consultation

Schedule

• All of our workshops consist of two sessions from 6:30 p.m. - 9 p.m.
• View dates

Tuition

• $249 (includes course materials)
• Major credit cards accepted.
• Seats are limited.
• To purchase, call 305-937-7153.