FIN 580 XW1 - Special Topics in Finance - Advanced Topics in Wealth Mgt
Lectures and discussions relating to new areas of interest. See class schedule for topics and prerequisites. Course Information: 4 graduate hours. No professional credit. Approved for Letter and S/U grading. May be repeated to a maximum of 18 hours in a semester; may be repeated to a maximum of 32 hours in subsequent semesters. Credit is not given for FIN 528 and FIN 580 (66393), Section ADF. Prerequisite: Varies by section.
Advanced Topics in Wealth Management explores advanced topics and `best practices- in the proper administration of wealth. It considers issues and opportunities presented to individuals as they approach `high net worth- status. In addition to strategic use of life insurance, we-ll discuss the transfer tax system as a driver of strategic wealth planning. Budding entrepreneurs will find our work with business succession planning and legacy planning to be invaluable. Asset protection and charitable planning are other key topics addressed. Through a combination of lecture, active classroom discussion, and group exercises, we will focus on the practical application of these concepts and consider what it means to create and sustain generational wealth.
Option 1Number of Required Visit(s): 0
Course Level: Graduate