Course Details
9300: Reflections on Wealth: Our Present and the Future, Impact, and Legacy
February 2-4
11:45 AM -
1:15 PM
In-Person
In life’s mature stage, wealth takes on broader meaning—it’s no longer just financial assets, but also our human, intellectual, and social capital. When resources are seen not merely as tools for security but as channels of meaning, connection, and contribution, they create new possibilities for impact—today and for generations ahead. This course invites reflection on the emotional and practical dimensions of wealth, moving beyond investment, tax, and legal mechanics to focus on values, communication, and the people we share wealth with. Together we’ll lift the taboo around money, inheritance, and legacy—fostering openness, clarity, and intention. OLLI does not permit solicitation, marketing, or selling of products or services as part of a study group, and does not endorse particular products or financial advice from SGLs.
Class Type: Lecture and Discussion
Class Format: In-Person
Hours of Reading: Less than 1 hour/session
Study Group Leader(s):
Sergio AbarcaSergio Abarca is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Personal Financial Partners LLC. He holds an MS and PhD in Atmospheric Sciences from UCLA and began his career in research with the National Academies and NOAA, advancing numerical modeling used in hurricane prediction and market dynamics. He later led a team at a Fortune 500 firm, serving hundreds of families and mentoring advisory teams. A frequent lecturer for the National Institute of Transition Planning and at the World Bank, he helps people make evidence-based financial decisions and view wealth as an expression of purpose and connection.