Testimonials:
  • “After the first class, it was clear to us that Mr. Bancroft was extremely knowledgeable in the field of investments and financial planning. We were equally impressed with the way he communicated the information in a positive, friendly, and entertaining way that was both informative and helpful to our improved understanding of these important issues.”

 

  • “The study materials he provided were excellent and we still refer to them.”

 

  • “We would not hesitate to take another such course of study.”

 

  • “Following the sale of a significant amount of real estate I realized I needed to learn more about investing. I turned to a UCLA Extension course catalog and decided that the course being offered by Bob Bancroft covered all the aspects of investments in which I was interested. I was not disappointed. The lectures were well prepared and each class had the appropriate slides, graphs and other materials pertinent to the subject being discussed. I know I gained a lot of useful knowledge by attending Bob Bancroft’s class, and even today I often refer to the materials which I received during the class.”

 

  • “Attending the wealth management classes was probably the most important thing I could have done for my financial future. I found the material clearly set forth, understandable and very, very useful.”

 

  • “Confidence and success are improved by having a structured, manageable plan. “

 

  • “My wife and I took the ‘Wealth That Lasts’ course to learn how to navigate the investment waters. We took the course about seven years ago and we continue to use the information today. There are so many options and so much information that unless you are a professional or very sophisticated investor you need to have the tools to make the right decisions. Mr. Bancroft’s course taught us what to look for, how to approach managing our investments and more importantly how to avoid pitfalls. He made the class easy to follow by creating interesting presentations; Mr. Bancroft made difficult concepts understandable and we were able to apply this knowledge to our own situation. He is an excellent communicator and an expert in his field. We highly recommend Mr. Bancroft and the Wealth That Lasts course.”

 

  • “Learned a good amount of new material, even though I have been investing for more than 20 years.”

 

  • “Very high level of satisfaction. Instructor was well organized and much more value for the money than I was expecting.”

 

  • “Excellent instructor! I was concerned that this could be a vehicle for new business, but it wasn’t.”

 

  • “It was a pleasant and instructive experience.”

 

  • “Jason Bleimeyer was excellent, smart, personable, great control of the room.”

 

  • “Class is really well paced and very stimulating. Thanks, again.”

 

  • “Love the instructor. These classes have been fantastic.”

Irvine, California

Tuesdays, October 15- November 12, 2019

6:00-8:30PM

510 E. Peltason Dr. Irvine, California 92697

Tuition: $995

FREE information session: Tuesday, September 17, 2019 in same location as above

 https://ce.uci.edu/resources/events/event.aspx?id=00650

Westwood, California 

Wednesdays, February 12 - March 11, 2020

Tuition: $995

FREE information session: Tuesday, January 29, 2020

Westlake Village, California

Tuesdays, February 11- March 10, 2020

Tuition: $995

FREE information session: Tuesday, January 28, 2020

Las Vegas, Nevada 

TBD

General Information:
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This is not a solicitation. Wealth That Lasts is not a brokerage firm, and we do not sell any investment products. The Wealth That Lasts course is solely intended to be an educational resource.

The securities/instruments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Global Wealth Management Institute and Wealth That Lasts recommend that investors independently evaluate specific investments and strategies and encourages investors to seek the advice of a financial advisor.

 

Global Wealth Management Institute and Wealth That Lasts do not provide tax or legal advice.  Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

 

Past performance is no guarantee of future results. Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.

 

Rebalancing does not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Investors should consult with their tax advisor before implementing such a strategy.

 

Any type of continuous or periodic investment plan does not assure a profit and does not protect against loss in declining markets. Since such a plan involves continuous investment in securities regardless of fluctuating price levels of such securities, the investor should consider his financial ability to continue his purchases through periods of low price levels.

 

Monte Carlo simulations are used to show how variations in rates of return each year can affect your results. A Monte Carlo simulation calculates the results of an analysis by running it many times, each time using a different sequence of returns. Results generated by a Monte Carlo simulation will vary with each use and over time because each portfolio simulation is randomly generated.  Some sequences of returns will give you better results, and some will give you worse results. These multiple trials provide a range of possible results, some successful (you would have met all your goals) and some unsuccessful (you would not have met all your goals). The percentage of trials that were successful is shown as the probability that the analysis, with all its underlying assumptions, could be successful. Results using Monte Carlo simulations indicate the likelihood that an event may occur as well as the likelihood that it may not occur. In analyzing this information, the analysis does not take into account actual market conditions, which may severely affect the outcome of your goals over the long term. The projections or other information generated by a Monte Carlo simulation regarding the likelihood of various investment outcomes (including any assumed rates of return) are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Global Wealth Management Institute and Wealth That Lasts cannot give any assurances that any estimates, assumptions or other information generated by a Monte Carlo simulation will prove correct. They are subject to actual known and unknown risks, uncertainties and other factors that could cause actual results to differ materially from those shown.

 

The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Principal value and return of an investment will fluctuate with changes in market conditions.

 

Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund before investing. To obtain a prospectus, contact your Financial Advisor or visit the fund company’s website. The prospectus contains this and other important information about the mutual fund. Read the prospectus carefully before investing.

 

Interest in municipal bonds is generally exempt from federal income tax.  However, some bonds may be subject to the alternative minimum tax (AMT).  Typically, state tax-exemption applies if securities are issued within one’s state of residence and, local tax-exemption typically applies if securities are issued within one’s city of residence. Bonds are affected by a number of risks, including fluctuations in interest rates, credit risk and prepayment risk.  In general, as prevailing interest rates rise, fixed income securities prices will fall.  Bonds face credit risk if a decline in an issuer's credit rating, or creditworthiness, causes a bond's price to decline.  Finally, bonds can be subject to prepayment risk. When interest rates fall, an issuer may choose to borrow money at a lower interest rate, while paying off its previously issued bonds. As a consequence, underlying bonds will lose the interest payments from the investment and will be forced to reinvest in a market where prevailing interest rates are lower than when the initial investment was made.  NOTE: High yield bonds are subject to additional risks such as increased risk of default and greater volatility because of the lower credit quality of the issues.  

 

CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository. For more information visit the FDIC website at  www.fdic.gov.

 

S&P 500 Index is an unmanaged, market value-weighted index of 500 stocks generally representative of the broad stock market.  An investment cannot be made directly in a market index.

 

Information contained herein has been obtained from sources considered to be reliable, but Global Wealth Management Institute and Wealth That Lasts do not guarantee their accuracy or completeness.