Law 771 - Selected Topics in Estate Planning:
Financial Planning and Asset Management (3
credits)

Andrew Seaborg;
Prerequisite:
T&E (concurrent is OK)

This course will be geared towards students who want to know more about
asset management, financial planning, and investment products, in order to
better assist clients or simply to better understand the financial world. 
The course will cover such topics as Modern Portfolio Theory, investment
products (mutual funds, exchange traded funds, and the like), investment
portfolio design, retirement planning, the theory and structure of life
insurance products, and the credentialing and compensation of financial
advisors.  Case studies will combine multiple themes and illustrate
financial planning in practice. Guest lecturers from the business school and
community will address their areas of expertise.  Some tax issues will be
covered, but no prior work in tax will be assumed.

Andrew Seaborg (MS in Finance, Investment & Banking, UW-Madison) is
a founding partner of The Capital Group at Lincoln Financial Advisors
in Madison, where he focuses on investment portfolio design and
advanced estate planning techniques. Before attending graduate school,
he worked as a statistical analyst and did Japanese-English translation
work in Tokyo.