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Wealth That Lasts

Private Wealth Management Education Designed Exclusively for Affluent Individuals and Families

Overview

The relationships you build with wealth advisors are among the most important relationships you may ever have. However, without a clear understanding of your strategy and how each member of your advisory team—e.g., financial advisor, estate planning attorney, accountant, etc.—must work in harmony to effectively achieve your specific goals, your wealth may not be reaching its full potential.

In this course specifically designed for high net worth individuals and families, you will develop a personal wealth strategy, learn how to communicate this plan effectively to your advisors, identify ways to measure and manage their progress, and more.

We understand the importance of families learning this material together to protect your legacy, so we encourage spouses and partners to attend at no additional cost. Rest assured, this is unbiased information from a trusted university and no one will attempt to sell you anything.

Our top-tier instructors bring over 17 years of experience teaching this course in a way that guides students with varying experience—even those with little or no prior knowledge about finance will benefit. You can expect a hands-on, interactive learning experience with thought-provoking discussions that will help you customize a wealth management plan that balances with your goals and personal circumstances.

Who Should Attend

Our Wealth That Lasts course is designed exclusively for the unique requirements of affluent individuals and families. This course is ideal for you if any of the following conditions describe your financial situation:

  • You don't feel 100% confident in your current method of investment management
  • Your have concerns about how your wealth will transition from one generation to the next
  • You have experienced a liquidity event such as selling a business or receiving a large cash settlement
  • You want to involve your spouse and/or other family members in managing your wealth
  • You have achieved financial success through business and need a comprehensive investment strategy
  • You have felt at a disadvantage when speaking with a professional advisor
  • You are turned off by courses that only want to solicit financial services or product

Program Benefits

  • Unbiased information about wealth management from a trusted source where no one will attempt to sell you anything
  • Spouse or significant other is encouraged to attend at no extra cost
  • Two optional one-on-one consultations with the instructor upon completion of the course to address any sensitive questions

Hear from the instructors on how this course incorporates your values and goals in creating and communicating your wealth management strategy.

Course Schedule

Required Courses

TitleWinterSpringSummerFall
MGMT 833.1
Wealth That Lasts (1.2 CEU)
MGMT 833.1
   Campus    

Course schedules are subject to change. Individual courses may be taken without enrolling in the full certificate.

Receive Customized Training for your Employees

Course Topics

  • Build a process-driven wealth management strategy that balances your goals and values with your personal circumstances
  • Block out the random, disconnected noise of the investment markets and focus on the things that are truly important
  • Define meaningful and measurable values, goals, and objectives
  • Implement investment strategies to protect wealth you have spent a lifetime creating
  • Determine your level of risk tolerance for investing
  • Communicate your wealth management strategies to your family members and your advisors
  • Effectively monitor and evaluate performance
  • Develop your personal business plan for investing and learn which responsibilities you can delegate and those you must retain

In addition, you will receive knowledge and insight on the following:

  • Financial Independence
  • Investment Manager Evaluation
  • Investment Types (i.e. stocks, bonds, cash)
  • Proper Estate and Gift Planning Strategies
  • Spending, Inflation, Taxation, and Fees
  • Investment Policy Statement
  • Modern Portfolio Theory: Standard Deviation, Diversification, Correlation, Asset Allocation, Efficient Frontier, Monte Carlo Simulation
  • Manager and Fund Selection

Parking Information

When you enroll in a UCI Division of Continuing Education (DCE) course, you may purchase a quarterly UCI DCE parking permit. Your class schedule determines the type of permit available to you (evening or all day). UCI DCE's permits expire at the end of the scheduled quarter and the expiration date is listed on your permit. Your permit is valid beginning on the start date of the quarter for which you are enrolled. Learn more about parking permits.

“Upon my husband's recent passing, I enrolled in this course to strengthen my knowledge in investments and business so I could better manage my responsibilities to the estate. The instructors were patient, inspiring and informative, while clearly articulating the material and engaging the students in the learning process. The strategies and philosophies I learned in this course have already proven useful in achieving lasting goals and managing professional advisor resources.”

The What and Why of Your Personal Wealth Management Strategy
Recorded 3/29/17
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Robert J. Bancroft

Robert J. Bancroft, Founder
Instructor

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Robert J. Bancroft ×

Robert J. Bancroft, Founder
Instructor

Bob.Bancroft@WTLcourse.com

Bob is the founder and owner of Global Wealth Management Institute. He is also the author and instructor of the Institute’s “Wealth That Lasts” classes, which are offered through UCLA Extension and UCI Division of Continuing Education. Throughout his 27-year career, Bob has been an OTC Stock Trader, Financial Advisor, Branch Manager, and District Manager. Since 1989, he has focused his career on learning, adapting, and teaching the methods of institutional wealth management for affluent individuals, families, and fiduciaries.

Bob’s knowledge of market history, ability to teach, extensive experience as an advisor, and disciplined process-driven approach to wealth management have proven to be essential assets in guiding his students through the myriad challenges of the investment markets.

Bob and his wife Amanda live in Scottsdale, Arizona, with their four children: Alec, Ani, Haley, and Jake. He enjoys hiking and biking with his dogs Rally and Crash and is involved with the Salvation Army and the Boys and Girls Clubs.

Bob holds a Bachelor of Arts Degree in Finance from Michigan State University. He is an Accredited Asset Management Specialist (AAMS) by the National Endowment for Financial Education. Bob is also an Accredited Investment Fiduciary Auditor (AIFA) by the Center for Fiduciary Studies at the Katz Graduate School of the University of Pittsburgh, which certifies him to conduct investment fiduciary audits of endowments, foundations, and 401(k) plans.

Jason K. Bleimeyer

Jason K. Bleimeyer, CIMA®, CIMC®
Instructor

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× Jason K. Bleimeyer

Jason K. Bleimeyer, CIMA®, CIMC®
Instructor

Jason.Bleimeyer@WTLcourse.com

Jason has been in the financial services industry for more than twenty years. In his practice, he advises institutions, fiduciaries, and individuals on sector analysis, asset allocation, and security selection. He guides clients on how to structure portfolios with an emphasis on risk management and tax efficiency.

Jason holds the designation of Certified Investment Management Analyst (SM), taught in conjunction with the Wharton School of the University of Pennsylvania and sponsored by the Investment Management Consultants Association (IMCA). He also holds the designation of Certified Investment Management Consultant (SM) sponsored by IMCA.

Jason and his wife Heidi live in Phoenix with their two children: Josh and Riley. They enjoy spending time at their second home in the Colorado Mountains kayaking, hiking, jeeping, and skiing.

Jason has taught in the areas of asset allocation, tax planning, and estate planning. Currently, he teaches a university level continuing education course, “Wealth That Lasts”, through the College of Extension at UCLA. He has taught “Wealth That Lasts” at Arizona State University Extension and the University of San Diego as well.

Jason holds a finance degree from the University of Colorado at Boulder and is an active member of the Investment Management Consultants Association and the Center for Wealth Management.