Save the Date!

Wednesday, October 7, 2020 from 10:00 a.m. to 3:30 a.m. CT

  • Incentive: First 300 registrants are eligible to win one of three $100 gift cards.

Registration Opens on Monday, August 17.

  • Participants will receive a free Financial Kit.



Financial Wellness Live – Virtual Edition is all about investing in yourself, your business, and your future. This event will highlight the importance of being financially prepared in every area of your life, especially during these unprecedented times. As an independent contractor you rely on your business to build wealth, but along the way you have to remember to invest in yourself and your future. Gain insight on how to stay above the market trends and hear from financial experts who will touch on various topics centered on financial investment strategies for your personal and business goals.


Finish 2020 strong and take the steps you need to invest in your financial goals.

  • Discover strategies and tips for managing your income to stay ahead of obstacles that may arise in your business.
  • Invest in your future through various channels to build a constant stream of income.
  • Make your investments work for YOU to prepare for the next stage in your life or career.

Why Attend?


A special celebrity guest and subject matter experts will cover a variety of financial topics: budgeting, retirement planning resources, investing in real estate, and more. Attend this event to hear from the industry's finest.


Feel equipped to take on your biggest financial challenges. Discover new tips and solutions to help you manage your personal and business financial goals. No matter where you are in your career or stage of financial planning, we have something for you!


Knowledge is power, especially during these unprecedented times. The need to plan for unforeseen changes has never been more evident. Get new tips and solutions for the next stage of this year, both personally and professionally. Your road to success is one RSVP away.

Learn More

Check out the Center for REALTOR® Financial Wellness and learn more about navigating your financial journey in the video below.

Our March 2020 Event

Wednesday, March 4, 2020 marked the first Financial Wellness LIVE Event.

Special thanks to the BayEast Association staff for being a gracious host and for our well-versed speakers who provided detailed information on various financial subjects. It was an honor to also have support from John Flor, 2020 NAR Treasurer representing the NAR leadership team and the visionary for this program, Bill Brown, 2017 NAR President.

If you were not able to attend this LIVE session or would like more information on the topics that were discussed, please see the presentations below for details. Subjects covered the following:

Financial Wellness Live, March 2020

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Getting Your Financial House in Order

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, Chief Marketing and Communications Officer of the National Association of REALTORS®, will help you develop and keep healthy financial habits that will improve the success of your personal and business financial well-being.

Download presentation (PPTX: 33.6 MB)

Strategies for Investors

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, President/Broker Ritchie Real Estate, LLC 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.

Download presentation (PPTX: 5.36 MB)

Retirement Planning for Independent Contractors

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, Director of Corporate Retirement and National Strategic Partner for Graystone Consulting and Jim Phillips, SVP Wealth Management Financial Advisor and Senior Investment Management Consultant, as they talk about different retirement strategies for independent contractors.

Download presentation (PPTX: 5.64 MB)

What’s Your Exit Strategy?

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.

Download presentation (PPTX: 13 MB)
Download handout (PDF: 65 KB)

That's Who We R

The campaign ads rally consumers to "Look for the R" for reassurance, resources, and reliable guidance on their path to property ownership.


The latest from NAR about about COVID-19 (coronavirus), its impact on the real estate industry and events, and federal programs affecting REALTORS®.