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
CLICK HERE for more information.
FEBRUARY WEBINAR(S):
February 7, 2024, at 1:00 p.m.
Tax Summit 2024: SMART from the Start – Accounting Tax Tips with Gregory Antipoff
CLICK HERE for more information.
February 14, 2024, at 1:00 p.m.
Tax Summit 2024: 2023/24 Tax Update – REALTOR® Edition with Gregory Antipoff
CLICK HERE for more information.
February 21, 2024, at 1:00 p.m.
Tax Summit 2024: Advanced Tax Strategies for Agents with Gregory Antipoff
CLICK HERE for more information.
February 28, 2024, at 1:00 p.m.
Tax Summit 2024: Tax Advantages for Agents Investing in Real Estate with Gregory Antipoff
CLICK HERE for more information.
MARCH WEBINAR(S):
March 20, 2024, at 1:00 p.m.
How to Leverage Your Business Credit with Brian Wiley & Jerimiah Bates
CLICK HERE for more information.
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
CLICK HERE for more information..
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
CLICK HERE for more information.
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
CLICK HERE for more information.
AUGUST WEBINAR(S):
August 7, 2024, 1:00 p.m.
1031 Exchange Investment Summit: How a 1031 Exchange Works for Beginners with Jim Miller
CLICK HERE for more information.
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
CLICK HERE for more information.
SEPTEMBER WEBINAR(S):
September 25, 2024, 1:00 p.m.
Yes, Estate Planning Can Be Easy with Theresa Clancy
CLICK HERE for more information.
OCTOBER WEBINAR(S):
October 16, 2024, 1:00 p.m.
Choosing the Perfect Business Structure with Shahar Plinner
CLICK HERE for more information.
NOVEMBER WEBINAR(S):
November 20, 2024, 1:00 p.m.
Market Update Planning for the Year Ahead with Brian Wiley & Jerimiah Bates
CLICK HERE for more information.
DECEMBER WEBINAR(S):
December 11, 2024, 1:00 p.m.
Social Security & Financial Considerations When Retiring Overseas with TBD
CLICK HERE for more information.
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!
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