RBC:  Partners in Financial Literacy

            136 E. South Temple, Ste.1470
Salt Lake City, Utah 84111

801.532.0505
  

Jeffrey Bland worked as a financial advisor with UBS PaineWebber after graduating from the University of Montana. At UBS PaineWebber, he was ranked in the top 3% of his national class for assets under management. As an institutional planner, Jeff has worked closely with companies to maximize their investments. In doing so, he became interested in the kinds of practices successful companies employed.  After being approached by various oil and gas companies and ranching associations in Montana and Wyoming to provide financial guidance to their employees, Jeff saw both the need and value for companies in general to provide Financial Literacy Education in the workplace. With RBC, Jeff has been able to assist companies in repositioning some of their benefit dollars to workshops that reduce the financial stress of employees and thus increase bottomline profitability. In 2005, when interviewed regarding the pension crisis, the Uinta County Herald featured Jeff's opinions on the importance of being "disciplined, diversified, and tax-efficient." E-mail Jeff at jbland@rbcpartners.com


 


To schedule a workshop or get more information on our services,
E-mail:  
info@rbcpartners.com

If you are a CPA looking to include Financial Literacy in your practice,
E-mail:  
cpa@rbcpartners.com

If you are passionate about Financial Literacy and interested in becoming an instructor for RBC,
E-mail: 
 instructor@rbcpartners.com


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RBC: Partners in Financial Literacy  136 E. So. Temple, Ste. 1470
Salt Lake, UT  84111      801.532.0505