Wed, Jan 10, 2024 1:00pm – 2:00pm Wed, Feb 7, 2024 1:00pm – 2:00pm Wed, Feb 14, 2024 1:00pm – 2:00pm Click to show all times
REALTOR® Financial Wellness Series
LOCATION
Your own location/device via Zoom! (see description below for registration information).
DESCRIPTION
The Center for REALTOR® Financial Wellness is a resource designed exclusively to meet the specific financial planning needs of REALTORS®. This comprehensive program includes education materials and resources for wealth building, business planning, and investing in real estate. These monthly webinars are designed to help REALTORS® understand financial topics on a deeper level. Presenters include subject matter experts who will provide tips, planning options, and an array of valuable information to help REALTORS® advance their financial journey.
JANUARY WEBINAR(S):
January 10, 2024, at 1:00 p.m.
Business Strategies to Prepare for the Future with Brian Wiley & Jerimiah Bates
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FEBRUARY WEBINAR(S):
February 7, 2024, at 1:00 p.m.
Tax Summit 2024: SMART from the Start – Accounting Tax Tips with Gregory Antipoff
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February 14, 2024, at 1:00 p.m.
Tax Summit 2024: 2023/24 Tax Update – REALTOR® Edition with Gregory Antipoff
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February 21, 2024, at 1:00 p.m.
Tax Summit 2024: Advanced Tax Strategies for Agents with Gregory Antipoff
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February 28, 2024, at 1:00 p.m.
Tax Summit 2024: Tax Advantages for Agents Investing in Real Estate with Gregory Antipoff
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MARCH WEBINAR(S):
March 20, 2024, at 1:00 p.m.
How to Leverage Your Business Credit with Brian Wiley & Jerimiah Bates
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APRIL WEBINAR(S):
April 10, 2024, at 1:00 p.m.
Do I Have the Right Marketing Budget? with Quinn Driscoll
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MAY WEBINAR(S):
May 1, 2024, 1:00 p.m.
Secure Act 2.0 Update with John Paul Ruiz
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JUNE WEBINAR(S):
June 12, 2024, 1:00 p.m.
Case Study Part 1: How I Crafted My Real Estate Investment Strategy with an IRA LLC with Jason Craig
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JULY WEBINAR(S):
July 17, 2024, 1:00 p.m.
Case Study Part 2: How My IRA Got a Non-Recourse Loan to Invest in Real Estate with Jason Craig
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AUGUST WEBINAR(S):
August 7, 2024, 1:00 p.m.
1031 Exchange Investment Summit: How a 1031 Exchange Works for Beginners with Jim Miller
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August 14, 2024, 1:00 p.m.
1031 Exchange Investment Summit: 1031 Exchange for Advanced Agents with Jim Miller
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August 21, 2024, 1:00 p.m.
1031 Exchange Investment Summit: Leveraging a 1031 Exchange for Your Clients with Jim Miller
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SEPTEMBER WEBINAR(S):
September 25, 2024, 1:00 p.m.
Yes, Estate Planning Can Be Easy with Theresa Clancy
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OCTOBER WEBINAR(S):
October 16, 2024, 1:00 p.m.
Choosing the Perfect Business Structure with Shahar Plinner
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NOVEMBER WEBINAR(S):
November 20, 2024, 1:00 p.m.
Market Update Planning for the Year Ahead with Brian Wiley & Jerimiah Bates
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DECEMBER WEBINAR(S):
December 11, 2024, 1:00 p.m.
Social Security & Financial Considerations When Retiring Overseas with TBD
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Log in to www.FinancialWellness.realtor to assess your current financial profile, receive personalized financial planning goals, practice financial planning decisions in a risk-free way, and explore a robust library of budgeting, retiring, and real estate investing resources.
This complimentary program has something to offer all NAR members and REALTOR® Association staff—no matter their level of professional expertise or stage of financial planning.
To begin your financial journey, log in to www.FinancialWellness.realtor today!