George
S. Mentz, JD, MBA, CWM ® , MPM ™, QFP, CFC
Fax: 419-828-4923 e-mail gmentz.com
Toll Free: 877-588-2698
Courses Topics that Professor Mentz has taught at the Law
School, College or MBA Level:
- Contract
Law and Consumer Law
- Business
Law I and CPA Business Law Preparation.
- Media
Law and Electronic Media Law
- E-Business
Strategy
- Internet
Marketing and eMarketing
- International
Law and Contracts for MBAs
- Management
Functions
- Project
Management for Professionals
- E-Business
Law
- Internet
Technologies
- Political
Science - American Government
- Business
Ethics
-
Taxation and Advanced Taxation
- Trends
in E-Business
- Introduction
to Finance
- Finance
II
- Performance
Management
- Legal
and Ethical Aspects of Business
- Principles
of Small Business Management
- Marketing
Principles
- Business
Law II for CPA Track Accounting Students
- Wealth
Management and Financial Planning -Executive Training
- Professional
Ethics in Industry and within Organizations.
- Investment
Management and Compliance
- Advanced
Wealth Management - Law School Course
- Philosophy
and Ethics HUMN-445 (Faculty and Course Architect)
- Ethical
and Legal Issues in the Professions - HUMN-232
Prof.
Mentz teaches these courses for the Accredited Law School's
post juris doctorate program
Chartered Asset Management
This advanced course requires the student to analyze hypothetical
cases and existing law to determine the best techniques to
bring their advice all together for the wealth manager's client.
Students will learn how to collect the necessary information
for a full analysis of the client's needs. Students will learn
how to evaluate client assets, client objectives, family dynamics,
and family corporations. The student should be able to successfully
examine a full case study analysis for any given wealth management
situation and then provide a complete set of recommendations
that are in the best interests of the client. This course
involves case study, data collection and analysis, research,
writing, legal citations, and a final project as part of its
terminal course objectives. Moreover, the student will learn
how to put a team together that can facilitate proposals.
Topics include investments and jurisdictions and offshore
investing, client asset analysis, estate planning analysis,
wills and trusts, retirement plans, stock options, retirement
analysis, fiduciary duties, asset protection, philanthropy,
and international financial products for high net worth persons.
Chartered Portfolio Manager (Inv. Mgt.)
The role of international consulting, tax firms, and financial
institutions has expanded since the repeal of the Glass-Steagall
Act to include a mix of asset and portfolio management (securities
investments), banking and insurance law. Cognizant of the
extensive regulation in this area, advisors, tax lawyers,
bankers, managers, compliance officers, and accountants are
required to observe and utilize strategic investment-risk
management skills while complying with regulatory requirements.
This course analyzes investment management and the compliance
issues involved while incorporating case studies, practical
knowledge, and assessment of legal knowledge in the area of
compliance and investment management. Topics include investment
policy and law; fiduciary rules and regulations for investment
advisors and managers; prudent investor rules; and investment
products: mutual funds, ETFs and 401Ks; insurance products,
services and regulation; hedge funds history and law; SEC
and NASD regulation of RIAs (Registered Investment Advisors);
stocks: fixed income, dividend, and growth; bonds (corporate
and tax free); asset allocation and portfolio management;
risk management; fundamental and technical analysis; measuring
returns; client review and communication; disclosure; privacy;
annual reporting; and investment management, legal compliance
and ethics.
Chartered Wealth Manager
This course focuses on the basic practical topics and skills
involved in wealth management, private banking, and high net
worth consulting. Some domestic and international tax knowledge
is required for this course so that the student may synthesize
tax skills with related industry laws, financial services
and product knowledge. Advising clients on a day-to-day basis
may involve securities regulation, tax and portfolio management
skills, estate planning and insurance analysis, international
banking and economic awareness along with observing ethics
and professionalism. Specific topics covered include client
objectives and compliance, NASD and stock broker regulation
& registered investment advisor law, investment or portfolio
law and taxation, fundamentals of retirement law and taxation,
wealth management fundamentals and strategy, trust, estate
planning, insurance law and strategy, money banking and financial
law and regulation, us economics, law, and fundamentals, client
communication and client evaluation & review, portfolio
and wealth management analysis, wealth management & high
net worth private banking legal strategy, ethics, regulation,
and CPA's and lawyer integration.
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