Wed, Jul 7, 2021 2:00pm – 3:00pm     Wed, Jul 14, 2021 2:00pm – 3:00pm     Wed, Jul 21, 2021 2:00pm – 3:00pm     Click to show all times

Center for REALTOR® Financial Wellness Retirement Summit 2021: A Four-Part Series


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Are You Set for Retirement? Each REALTOR® has a unique vision for retirement. Proactive planning is the first step towards bringing that vision to life. Register now to attend NAR’s Center for REALTOR® Financial Wellness Retirement Summit, featuring Morgan Stanley® experts. This four-part virtual series in July will help you shape your vision for retirement and develop steps to ensure your finances are set for the long-term.

Join Mike Engel, Institutional Consulting Director and Director of Corporate Retirement, and Jim Phillips, SVP Wealth Management Financial Advisor and Senior Investment Management Consultant, as they talk about retirement basics, tips for pre-retirees, and investment strategies for independent contractors. The event consists of four one-hour webinars on these Wednesdays at 2 pm Eastern:

July 7, 2-3 pm Eastern
Retirement Planning Basics

July 14, 2-3 pm Eastern
Getting Retirement Ready

July 21, 2-3 pm Eastern
Planning for the Unexpected

July 28, 2-3 pm Eastern
Legacy and Estate Planning


Members: $40 (Discounted through NAR’s Right Tools Right Now)

Non-Members: $55

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