MTWM Calendar 2007-2008

Evening Program – Raleigh (RTP Center) Campus

 Summer I, 2007 Term

 

TRUST  700   Southeastern Trust School (SETS)

The Southeastern Trust School is an eight day program offered on the Buies Creek Campus. In its thirty-eighth year of operation, SETS attracts trust professionals nationwide. Sessions run from 8:00 a.m. until 9:30 p.m. MTWM students are required to successfully complete this executive level training program as a requirement for graduation.

 

Calendar

Late Registration (5:00 p.m., Main Campus)..................................................... June 1, 2007*

First Required Session (6:00 p.m., Main Campus)........................................... June 1, 2007

Program Concludes (11:00 a.m.)....................................................................... June 8, 2007

 

 Summer II, 2007

TRUST  710    Application of Fiduciary Principles

Monday, 6:00 -10:00 p.m., RTP Center, Classroom 134

BADM  520    Financial Planning Seminar

Wednesday, 6:00-10:00 p.m., RTP Center, Classroom 134

 

Calendar

Late Registration.......................................................................................... June 25/27, 2007*

First Monday/Wednesday Class................................................................. June 25/27, 2007

Last Monday/Wednesday Class.......................................................... …August 13/15, 2007

  

Fall I, 2007 Term

BADM  530    Investment Analysis

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

TRUST  720    Estate Taxation Seminar

Wednesday, 6:00-10:00 p.m., RTP Center, Classroom 134

 

Calendar

Late Registration..................................................................................... August 20/22, 2007*

First Monday/Wednesday Class............................................................. August 20/22, 2007

Last Monday/Wednesday Class……………………………………October 8/10, 2007

Fall II, 2007 Term

BADM  531   Advanced Investment Analysis

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

TRUST  730   Gift and Fiduciary Taxation Seminar

Wednesday, 6:00-10:00 p.m., RTP Center, Classroom 134

 

Calendar

Late Registration................................................................................     October 15/17, 2007*

First Monday/Wednesday Class…………………………………..October 15/17, 2007

MTWM Seminar Series: **

Wealth Managers Forum at Charlotte

Date TBA, November, 2007 8:30 a.m.–5:00 p.m.

Last Monday/Wednesday Class............................................................. December 3/5, 2007

  

Spring I, 2008  Term

 

TRUST 740   Risk Management Applications

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

ACCT    533   Advanced Income Taxation

Wednesday, 6:00-10:00 p.m., RTP Center, Classroom 134

 

Calendar

Late Registration.......................................................................................    January 7/9, 2008*

First Monday/Wednesday Class.................................................................. January 7/9,2008

MTWM Seminar Series:**

Trust Advisors Forum at Pinehurst

Tuesday, February  2008  8:00 a.m.-5:00 p.m.

Last Monday/Wednesday Class…………………………………February 25/27, 2008

 

Spring II, 2008 Term

TRUST 745   Wealth Management Sales

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

TRUST 750 – Advanced Retirement Planning

Wednesday, 6:00-10:00 p.m., RTP Center Classroom 134

 

Calendar

Late Registration………………………………………………………March 3/5, 2008*

First Wednesday Class.................................................................................. March 3/5, 2008

Last Wednesday Class................................................................................ April 21/23, 2008

 

Summer I, 2008  Term

TRUST 760    Advanced Estate Planning Seminar

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

TRUST 770    Advanced Wealth Transfer Seminar

Wednesday, 6:00-10:00 p.m., RTP Center, Classroom 134

 

Calendar

Late Registration.......................................................................................   April 28/30, 2008*

First Monday/Wednesday Class................................................................ April 28/30, 2008

Last Monday/Wednesday Class.................................................................. June 16/18, 2008

 

Summer II, 2008 Term

TRUST 780    Legal/Regulatory Issues

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

Calendar

Late Registration………………………………………………………   June 23, 2008*

First Monday Class………………………………………………………June 23, 2008

Last Monday Class……………………………………………………August 11, 2008

 

*See MTWM Registration Information.

**Participation in MTWM Seminar Series is a requirement for graduation. The Campbell University Wealth Managers Forum and the Trust Advisors Forum are executive level continuing education programs offered to trust professionals nationwide. Leading authorities in the areas of investments, fiduciary law, financial planning and taxation conduct each session.