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Jeffrey Bangerter

Jeffrey Bangerter

President, Bangerter Financial Services, Inc
Roseville,CA
  • 4.6
  • 1498 reviews
  • 2.3k Professionals Trained
  • 1 Courses

About Speaker Jeffrey Bangerter

Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement.

Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License.

We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. Our clients know we have a commitment to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money.

Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy to understand format.

OUR IDEAL CLIENTS:

… want a work optional lifestyle.

... want to pay less taxes.

… are concerned about outliving their income.

… want to protect their assets.

… want to leave a legacy.

… want to sleep comfortably with no worries about their investments or retirement.

… are fun!

Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley.

  • 1031/Delaware Statutory Trust
  • Retirement Planning
  • .
  • .

4.6

(1498)
70%
21%
6%
0%
3%

PWF

The best one yet. An interesting topic - and, though "advanced", enough of the basics were covered so that really anyone could benefit from it. Moved at a perfect pace, with not too much repetition and deliberation, yet super easy to understand. Five Stars.

GM

Presentor gave a very useful explanation of opportunity zones and how to use them. Also explained how the opportunity zone and 1031 exchange can work together.

CK

This was an interesting webinar and I applied understanding from the session almost immediately. I heard about opportunity zone investing on the radio and I was happy to understand exactly what they were talking about. Thank you for the information

ML

This was an excellent presentation! With over 35 years in practice, the 1031 exchange has been a great tool for my clients. The DST adds a new dimension.

SH

The topic more complex than many. The presenter did a very nice job of explaining the complexity in a clear manner.

LF

A+++ class. Jeff is an excellent teacher with an expert level of knowledge. I learned so much.

BT

Excellent webinar to help us understand such complex issues. Information presented in such a manner that it seems very interesting for the listeners. Jeff shared a lots of important information on DST guidelines. Highly recommended.

JT

Loved it

MZ

Excellent presentation & presenter Thank you

RR

Great

DC

Good experience

EW

Instructor explained topic very well and thoroughly

DR

This course is new to me that is why I took it twice

MB

This was a very informative webinar. I was not aware of a product such as this.

HW

Slides were easy to follow, very informational lecture

KM

Great information! Excellent presentation.

JT

The presentation

JH

Great job!

PL

Very informative

VS

Very good

AB

Platform was great/easy to use and provided for an engaging presentation/webinar.

WK

none noted

JO

Great!

DC

I found Jeff's presentation informative and useful.

BS

super interesting COE course on a topic i knew very little about beforehand

ZH

Good

JS

Very informative

LP

I especially appreciated learning about the Delaware Statutory Trusts

DH

This was a very informative session explaining 1031 Exchanges. I did not know about the DLT.

PP

Very efficient & effective

JH

Excellent material and examples. Timely

JK

A great planning tool!

CR

Great class - This was something I have been meaning to look into on my own and kept pushing off. This was a great crash course that was easy to ingest.

SJ

Very well organized and very well spoken presentation. Content of extreme interest for accredited investors.

DA

Good presenters, and valuable content. Enjoyed this webinar.

AC

great seminar

LM

1 CPE 1 Meal love it!!

LM

1 CPE 1 Meal love it!!

KM

Great

AD

Knowledgeable and passionate instructor.

KS

Great Webinar! Learn a lot that will help my clients.

LDLC

great

TH

good

JK

thank you very much for this offering

BG

NA

JT

LOVE IT!

WF

The webinar was very informative and provided good information for tax deferral through 1031 exchanges.

MB

n/a

CJ

.

SH

Good

LG

Very informative-Enjoyed speaker

WH

5

RG

The information on the 1031 exchange was basic however the information on the DST was very enlightening

PL

Best Quality of Video and audio

KC

I have recommended MyCPE to colleagues and clients. MyCPE is easy to use, sign up and attend the webinars.

AP

Not only can your participants view the webinar on their computer, MyCPE offers apps so that the content is also accessible via mobile phones and tablets, making it even easier for people to join webinar.

AD

Excellent. The Best!

SD

Excellent

MP

excellent

MM

interesting

BG

Very informative and opens the field of investment opportunities

GR

Great well done

MR

The person or auto message during Poll question sounded weird.

JG

My first CPE with myCPE. I liked it and will be taking more courses.

RL

Great program.

TT

Awesome class, didn't know about DST.

HW

very informative

ML

Very informative and enjoyed the full course.

JM

very good seminar

MG

Concise And Effective Summary Of The 1031 Exchange Process. Have information needed to identify prospects for exchanges.

MB

Useful information and real life examples.

MB

Very Informative

LC

Very informative and useful!

MT

Excellent!

KH

This was one of your best.

CE

OUTSTANDING: MY KNOWLEDGE WAS INCREASED

CK

I rate this experience very highly.

JJ

This webinar was fantastic. Very relevant to my job responsibilities and, while it was a lot of information to digest in a short period of time, I feel that the information was presented concisely and effectively. Job well done!

KL

This webinar provided a great overview to this particular investment opportunity and its advantages from a tax and financial planning perspective. This is not an area I work in (primarily financial and accounting advisory), so I enjoyed learning about something new.

SD

Very content heavy!

LB

Informative

RC

None

RC

None

JC

very good

JD

Learned many new things/ideas

PB

Learned a lot!

JS

A very great summary to explain the 1031 and DST.

RPSC

WE THINK THE PRESENTATION WAS VERY INFORMATIVE, WITH THE EXAMPLES. WE WISH, THIS WEBINAR SHOULD HAVE GONE FURTHER IN TIME.

MM

Very good.

KM

The speaker was well prepared and knowledgeable on the topic.

VC

Interesting.

JG

Once I got into website all went well. This is my first webinar so I was nervous.

GR

Well done

KA

-

JLL

Thanks

ED

webinars are generally good, but this ones needs better power point or other graphics that are more easily read

DK

Good job done...learned a few things

JW

I thought it would be more on just the 1031 exchange and less on the DST

DK

I appreciated the refresher and help for somebody who is, "caught" on or near the last of 45 days. I had not been aware of this option. Thanks.

GF

AARP Tax Professional with EA Certifation

MF

-

PC

too technical

CN

a bit too salesy for my taste

PT

none

RG

The review questions and final quiz questions were not very well written

WO

OK

GL

This webinar very informative and the best one I have experienced in a long time. MY-cpe needs to take lessons in organization of their administrative functions. Prior to this webinar, I did not get the evaluation forms for 2 webinars until I specifically requested them a day or so later. And after submitting the evaluation form, how long does it take to receive a certificate? I completed one form and it was accepted before noon today, but I still am not able to print my certificate some 5 hours later

BHB

Jefferey did a really great job and provided us with scenarios related to the DST and, helped me be engaged in the training even if the topic was little bit technical. He made the topic seem very interesting for the listeners."

EFB

I loved Jeff's enthusiasm and delivery of the valuable content! He has a way to make DST information interesting! Will definitely share my experience with my colleagues

MB

Exceptional course. In just 1 hours, Jeff was able to give a "big picture" look of DST concepts. Well worth the time even if you don't deal with property taxes on a regular basis."

EM

frightening sales pitch no required disclosures suggesting a 97 year old could be suitable wow

KF

it meet all the lesson

EA

TC

AA

FREE
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation

Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation

  • Jun 24, 02:00 PM EST
  • CPA/ABV
  • AFSP
  • CPA (CA)
  • CPA (US)
  • EA
  • Tax Preparer
  • Oregon Tax Prep.
  • SHRM Professionals
  • TEP
  • CTEC
Completed
  • 4.6 (1284)
FREE
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation

Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation

  • Jun 09, 02:00 PM EST
  • CPA/ABV
  • AFSP
  • CPA (CA)
  • CPA (US)
  • EA
  • Tax Preparer
  • Oregon Tax Prep.
  • SHRM Professionals
  • TEP
  • CTEC
Completed
  • 4.6 (1284)
FREE
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation

Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation

  • May 29, 02:00 PM EST
  • CPA/ABV
  • AFSP
  • CPA (CA)
  • CPA (US)
  • EA
  • Tax Preparer
  • Oregon Tax Prep.
  • SHRM Professionals
  • TEP
  • CTEC
Completed
  • 4.6 (1284)
FREE
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Solutions for CPAs with Accredited Investor Clients

Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Solutions for CPAs with Accredited Investor Clients

  • May 14, 02:00 PM EST
  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CMA
Completed
  • 4.6 (1284)