Personal Wealth Management (third) Series

Start date 10-Feb-10 - 7:15 AM
End date 3-Mar-10 - 9:00 AM
Venue Carlton
Address
AT Kearney
200 Leicester Street
Carlton, VIC
Australia
[ Gmaps marker icon ]
Status wait listed
RSVP 1-Feb-10
Cost Alumni $130 incl GST (for four sessions)
Contact m.charles@mbs.edu
Registration Closed

This series is now fully subscribed.  To register your interest in the next series please email Megan Charles via m.charles@mbs.edu.

The best thing about the series was……’Understanding the facets of wealth management as being a lot broader than I originally expected. It has prepared me better to navigate what is quite a complex area’.
Participant, first series – July & August 2009

After the sell-out success of the first and second personal wealth management series, MBS is pleased to once again offer alumni the opportunity to take part in an unique four-part breakfast series, where you will discover how to optimise your own wealth management strategy in an intimate learning environment.

Michael Tratt (MBA 1980) and Rob Sarafov, of Australian Private Capital, will provide impartial and independent advice on optimal wealth management practice and how this relates to you.

This interactive series will look at:

  • The requirements and challenges to achieving successful wealth management.
  • Building wealth – the evidenced based approach.
  • Managing and benchmarking wealth.
  • Sustaining and protecting your wealth.

Whether or not you have a wealth management plan in place, this will be an invaluable opportunity to learn more from industry leaders about achieving personal wealth management success.

The cost for alumni is $130.00 (incl. GST) - The breakfast series will run for four consecutive weeks, beginning Wednesday 10 February 2010 at 7.15 for 7.30am start.

All dates - Wednesday 10, 17, 24 February and 3 March 2010.

* Attendees must purchase the block and attend all four sessions - individual registration to sessions is not available

Places are strictly limited.

Comments from other participants on the best thing about the series…

  • The lifelong benefits that may flow from this event.
  • Integrative academic view and practical approach on wealth management.
  • Intimate setting, small group of colleagues & the opportunity to learn more about wealth planning.
  • Realising how underprepared I am financially.  I thought we had a pretty solid plan but this series highlighted quite a few gaps.
  • The holistic approach to wealth management and the non-bias to any products in the market.