White Paper

2 Pages
  • 2 Pages

Strategies in Managing Wealth

 

There are many options to choose from when it comes to selecting a strategy in managing wealth.

Truly effective wealth management begins by taking charge of the process early in life before there are sustainable assets such as excess cash, stocks or bonds. Having a longer time horizon with these financial assets will assist in overcoming the costs, fees and economic forces (such as inflation or our current recession) from eroding your wealth.

Agenda

Faculty

Craig Taggart

Craig Taggart

RMV Advisors

  • Partner in the office of RMV Advisors
  • Practice emphasizes all aspects of Wealth Management, Professional Options Trader with SMB, Real Estate Banking
  • Conducts regular seminars and workshops on numerous Governance, Risk, Compliance, Finance, Wealth Management, Banking, Fraud
  • Written several publications related to the areas of Governance, Risk, Compliance, Finance, Wealth Management, Banking, Fraud
  • M.B.A. degree, San Diego State University; B.A. degree, Cal State Northridge
  • Can be contacted at [email protected], cell 310-467-4307 or on Twitter® @OptionstraderOC

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.