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Center for REALTOR® Financial Wellness LIVE
You asked. We delivered. Reserve your seat today for Financial Wellness LIVE! Join us and NAR on Wednesday, March 4, to hear from subject matter experts about a variety of financial topics including strategies for investors, investing in real estate, financial basics for new agents, retirement planning, exit strategies and more! This event is all about investing in yourself, your business, and your future. You don’t want to miss this.
Keynote: Motivational, Inspirational, Success Story
Speaker: Leigh Brown, Broker/Owner of One Community Real Estate
What’s Your Exit Strategy
Speaker: Dr. Michael Soon Lee, Broker Associate at Realty One Group Future
- Whether you are a new or seasoned real estate professional, its never too early to start thinking about retirement. Instructor Michael Soon Lee is here to teach you how to quickly and easily save for retirement. Learn valuable information such as: ‘Why most REALTORS® can never retire’, ‘How to save for retirement when it’s hard to make ends meet’, ‘The importance of planning your long-term care’, and so much more.
Getting Your Financial House in Order: A Guide for REALTORS®
Speaker: Victoria Gillespie, Chief Marketing and Communications Officer for the National Association of REALTORS®
- Productive and successful Real Estate Professionals provide impeccable client service and take care of all the needs of their clients during the transactions and beyond. Highly Successful Professionals take it one step further in developing solid financial habits for themselves and their families. Victoria Gillespie will help you develop and keep healthy financial habits that will improve the success of your personal and business financial well-being.
Strategies for Investors
Speaker: Matthew Ritchie President/Broker Ritchie Real Estate, LLC
- Investing in real estate can offer several advantages over other types of investments, including potentially higher returns, stability, inflation hedging, and diversification. Matt Ritchie will cover topics on how to get capital to invest, managing the asset, analyzing the investment, and the importance of selecting the right property. This informative session will help lay the foundation and emphasize why investing in real estate is a great way to build wealth and fund your retirement.
Retirement Planning for Independent Contractors
Speakers: Mike Engel, Director of Corporate Retirement and National Strategic Partner for Graystone Consulting & Jim Phillips, SVP Wealth Management Financial Advisor and Senior Investment Management Consultant
- Each REALTOR® has a unique vision for his/her retirement; so, proactive planning is the first step towards bringing that vision to life. This seminar will help REALTORS® determine how much they will need for the retirement they envision and how to develop a retirement strategy that maximizes their likelihood of success. Join Mike Engel and Jim Phillips as they talk about different retirement strategies for independent contractors.
Keynote: Closing Success Story
Speaker: Nicole Canion-Caballero- Owner of global real estate advisor of pathways international Brokered by eXp
Early Bird: $25 (Before February 26)
At The Door: $35
For more information about this event, please click here or the flyer button:
DISCLAIMER: The Bay East Association of REALTORS® may utilize video recording, livestreaming and photography during Bay East meetings and/or events for use in connection with future educational, promotional, and marketing activities of the Association in any medium now known or created in the future. Your participation in these meetings and/or events constitutes your consent to the video recording, livestreaming and still photographs and your release of the Association from any claims related to the Association’s use, reproduction, or distribution of your name, likeness, image, voice and/or appearance.