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Wealth That Lasts

Course closed to new registrations: Call ( 949 ) 824-5414 for more information or sign up below to be notified when this course becomes available.×

Course Description

Managing personal wealth is a business that should be guided by solid plans based on your goals, assets, and lifestyle needs. Yet many individuals and families treat their investments in a non-businesslike manner. This course is designed exclusively for affluent individuals and families who want to learn how to better manage their wealth in a proactive, comprehensive, and objective manner. In an easily communicated way, the course teaches you, the individual investor, how to apply a process-driven approach to wealth management by focusing first on your personal goals and objectives. Instructors work with you to ultimately develop a customized plan that is designed to preserve and grow your wealth, help you gain confidence to manage your financial team, and provide the tools you need to manage your wealth like a business.

Early registration recommended. Last refund date is April 1, 2021. All materials and books are provided with the cost of the course. You may access your online course on the first day of class by 12pm (noon) Pacific Standard Time. This online course may include webinars using an online conferencing tool called Zoom. All webinars will be recorded and posted on the course website for those who cannot participate in the live sessions.

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  • Details
  • $995
  • April 06, 2021 to May 04, 2021
  • Delivery Mode: Remote
  • Reg#: 00152
  • ID/Units: MGMT 833.1  (1.20 CEU)
    ( Section 1 )
  • Quarter: SPRING 2021

Instructor


Jason Bleimeyer, CIMA®, CIMC®, 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.

Robert Bancroft, CIMA®, AAMS, CIMC®, focuses on learning, adapting and teaching methods of institutional wealth management for high net worth individuals, families and fiduciaries. Over his 26-year career, Bob has worked as an OTC stock trader, established the high net worth and institutional offices for a national brokerage firm, and served as a broker, branch manager and district manager.

Textbook Information

Textbooks for your course may be purchased from any vendor or bookseller of your choice.

No textbook information is available for this course.

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
OL-LEC04/06/2021Tuesday6:00 PM8:30 PMZoom---
OL-LEC04/13/2021Tuesday6:00 PM8:30 PMZoom---
OL-LEC04/20/2021Tuesday6:00 PM8:30 PMZoom---
OL-LEC04/27/2021Tuesday6:00 PM8:30 PMZoom---
OL-LEC05/04/2021Tuesday6:00 PM8:30 PMZoom---