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.
Center for REALTOR® Financial Wellness
Helping REALTORS® navigate financial freedom.
Taxes & Retirement
Presenter: Heather C. Liston, CFP®, E.A.
Date: Wed. Sept. 22, 1:00 p.m. to 2:00 p.m. Central
Tax planning matters at every stage of your career, and that’s true even after you stop working. Will your tax bracket suddenly plummet? Or will it have spikes and valleys that you can manage strategically?
Nearly nine out of 10 REALTORS® are independent contractors and face complex situations when it comes to personal finances. Unique attributes such as fluctuating income, taxing issues, and lack of salary cap require a different perspective.
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!