Financial Wellness LIVE

Center for REALTOR® Financial Wellness

Center for Financial Wellness LIVE Logo

The Center for REALTOR® Financial Wellness LIVE events offer valuable insight and information from financial subject matter experts. Connect and network with industry professionals, discover financial business strategies and tips, and position yourself for success.

Topics include strategies for investors, investing in real estate, financial basics for new agents, broker retention tools, retirement planning for independent contractors, and exit strategies.

Advertisement

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

Expand all

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)

Why Attend the Next Financial Wellness Event?

Experts:

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.

Energy:

Leave feeling equipped to take on your biggest financial challenges. Connect, learn, and network to discover new tips and solutions to help you manage your personal and business financial goals.

Empowerment:

This resource is designed to help you understand your financial planning options and prepare you for the future. No matter where you are in your career or stage of financial planning, we have something for you! 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.

Coronavirus

NAR continues to monitor and respond to concerns about COVID-19 (coronavirus) and its impact on the real estate industry and events.