Wealth Management

Wealth Management Seminars
Wednesday Evenings (6:00–9:00 pm)
October 1 – November 5, 2008*
Mayflower Park Hotel, Seattle, WA

OR

Thursday Evenings (6:00-9:00pm)
October 2 - November 6, 2008*
Northwest Arts Center, Bellevue, WA

Wealth Management is a comprehensive, unbiased, six-week program designed and taught by industry professionals to help affluent investors filter out "market noise" and evaluate the realistic potential of the securities markets. Topics covered include investment policy, asset allocation, performance measurements, estate planning, and much more.

The Wealth Management program is for you, if you . . .
  • manage large amounts of money, but don't think you have enough expertise to do it properly;
  • have questions concerning your investment advisor; or
  • have received proceeds from an inheritance or asset sale and are not sure how to proceed.
Fee:
The course fee of $995 for the six seminars includes the following:
  • course textbook
  • specially prepared course and reference materials
  • free two-hour consultation upon completion of the six seminars (optional)
Sponsored by:
    CDPE
    800.942.4978 or ehoug@wsu.edu
Registration:
Online Registration is CLOSED. If you wish to part take in the seminar please call 509.335.3557 to register by phone.

Agenda
Brochure

 Hotel Information:
    Seattle Location:
    Mayflower Park Hotel
    405 Olive Way
    Seattle, WA 98101
    (Wednesday Evenings)

    Bellevue Location:
    Northwest Arts Center
    Studio B
    9825 NE 24th Street
    Bellevue, WA 98112
    (Thursday Evenings)

* Wednesday Evenings - October 1, 8, 15, 22, 29 & November 5
 * Thursday Evenings - October 2, 9, 16, 23, 30 & November 6