About This Seminar: To improve your financial condition, there’s nothing like an objective review of your numbers. This seminar will show you how to thoroughly inspect ALL the key areas of your personal finances.  You will complete a comprehensive 32 POINT Check-Up which will let you know what you are doing right, and what needs improvement.  The result?  Better financial health.

The seminar includes the following topics:
•    How to evaluate your financial condition
•    How to determine whether you are on track to reach your goals
•    How to measure the progress of your net worth
•    How to manage leverage to maximize your wealth
•    How to monitor the performance of your investments
•    How to improve the effectiveness of your investment process
•    How to assess your risk management
•    How to minimize your estate taxes

The seminar will conclude by showing you how to set financial goals so you may improve the efficiency and effectiveness of your personal finances.  Don’t miss out on this great seminar.

Benefits of Attending: Participants learn how to review their financial past and how to plan ahead in order to improve their financial condition.

Length of Seminar: Time content can vary depending on questions but it is normally around 90 minutes.

Special Feature: Participants are entitled to receive a No Cost, No Obligation, Personal Appointment with Professor Ulivi.  This will give them an opportunity to review their concerns and goals and to find out the steps to achieving their goals.

For times, dates and location of seminars, please email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call (714) 771-6000.