BORROW SMART RETIRE RICH™
Learn strategies to properly manage home equity, liabilities, assets and cash flow to transform your financial future.
Find the answer to such questions as:
- What borrowing mistakes compound like interest over time?
- How can borrowing - or not - dramatically affect my future?
- How can I maximize my real estate holdings to positively impact my net worth?
BORROW SMART REALTOR
This 3 hour C.E. Workshop will assist you in understanding how the house creates wealth for your clients.
- Increase your understanding of how the investment in a house
compares to other types of investments.
- Review how credit scoring, equity lines of credit, lending
guidelines, all impact the client’s wealth.
- Learn the 7-Steps to a smart borrowing strategy that
maximizes wealth development for your clients.
- Examine specific case studies demonstrating how as a Realtor
you can influence the role the house plays in the client’s long
term financial well being.
CFP & CPA CLASSESREAL ESTATE MODULE 1 - TAX IMPACT PRIMARY RESIDENCEThis 1 - 2 hour C. E. seminar is designed to provide the key considerations from a tax perspective surrounding the selling, buying or refinancing of a primary home. REAL ESTATE MODULE 2 - TAX IMPACT SECOND HOMEThis 1 - 2 hour C. E. seminar is designed to provide the key considerations from a tax perspective surrounding the selling, buying or refinancing of a second home (vacation or rental).REAL ESTATE MODULE 3 - TAX IMPACT COMMERCIAL PROPERTY (In Development)This 1 - 2 hour C. E. seminar is designed to provide the key considerations from a tax perspective surrounding the selling, buying or refinancing of commercial property.REAL ESTATE MODULE 4 - WEALTH & REAL ESTATEThis 1 - 2 hour C. E. seminar is designed to provide key considerations related to the impact of real estate investing prior to and during retirement. Based on the four building blocks of real estate investment, we touch on how each of these work, and then provide some thought provoking strategies as examples on how clients might use real estate in retirement to create new wealth.REAL ESTATE MODULE 5 - EFFORTLESS CASH FLOWThis 1 - 2 hour C. E. seminar considers the most current, and complete information on the use of the 1031 TIC (Tenancy In Common) exchange as an exit strategy for real estate.
