Course Description

Instructor: Joshua Weber

The Ten Commandments of Wealth Planning

Guidelines to live by for your wealth management decisions.

Topics include:

• Do’s and Don’ts to improve the likelihood of achieving your lifetime goals
• Establishing a gameplan
• Risk
• Your behavior as it relates to your money

These topics and more to be discussed in this 1.5 hour financial journey.

This learning experience will end with the discovery of the one thing that matters most to your wealth planning.   

The Ten Commandments of Wealth Planning is offered exclusively to the OLLI programs in Georgia.

Bio: Emory University graduate. 30 years wealth management experience with the same global financial service firm. Obtained Certified Financial Planner designation in 2002 and Chartered Financial Consultant certification in 2006. Became a Certified Investment Management Analyst in 2008, a designation offered through the Executive Program at the Wharton School of the University of Pennsylvania. In 2019, earned the Certified Private Wealth Advisor designation, one of the premier credentials in wealth management, through the University of Chicago Booth School of Business.