Upcoming Financial Wellness Webinars

Financial Applications for Entrepreneurs
Presenter: Sabrina Lowery Chief Technology Officer for Sabrina Lowery Enterprises, LLC
Target Audience: New Agents 

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Learn the top five tech tools for managing their financial records to be a successful and profitable business owner. Using these tools will help you have the right systems and processes in place to effectively manage your bookkeeping year-round.

Topic Rating:

• 4.2/5

Member Reviews:

• Sabrina Lowery was an amazing presenter. She was knowledgeable and relatable. Great topic and relevance.
• Sabrina's presentation was AMAZING! She was fun and very informative. She had me laughing and learning! I love her personality would really enjoy future webinars presented by Sabrina. I wish I had these resources when I was a new Broker — it's important for ALL Brokers to stay on top of their budget and plan for the proper technology that will make their life easier! Thank you Sabrina!
• Sabrina is a FABULOUS presenter! Her energy is infectious and did a wonderful job and shared valuable information! Looking forward to a next one!

Instructor Rating:

• 81% positive

Sabrina Lowery is the Chief Technology Officer for Sabrina Lowery Enterprises, LLC, and the Qualifying Broker of Legacy Realty & Management, LLC.

Recently certified by Cornell University for Women's Entrepreneurship, Sabrina is an award-winning leader, influencer, innovative technologist, and has been a mogul in the real estate industry since 2003. Sabrina is affectionately known as “The Tech Evangelist”, a Certified Google Expert, and a Certified Microsoft Innovative Educator, Sabrina launched The Geek Tank Academy in 2018, and is the author of "The Entrepreneur's Blueprint for Digital Dominance", and "Social eTECHquette: Communicating with a conscious mindset".

Tax Summit: Live Event
Target Audience: Mid-Career Agents

Let’s face it, filing taxes can cause a lot of anxiety. As a new agent, managing tax documents, understanding complex returns, and constant tax law changes makes preparing a tax return a tedious process. Pay to view the session materials from the experts and get the tips you need to save time and money while reducing your stress.

Investing Strategies: Deep Dive Into REITs
Presenter: Rich Arzaga, CFP®, AIF®
Target Audience: Seasoned Agent

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This month, we will go forward and take a deep dive into two different non-traded REITs. Both REIT funds

• purchase commercial real estate properties located across the United States
• pay investors tax-advantaged, passive income
• are offered by reputable, experienced managers
• are available to investors at minimums starting at $5,000

And, both are competing for your investment dollars. What separates these funds is their approach to real estate investing and the types of properties they buy. If you are interested in real estate investing, then register for this in-depth review and compare two top non-traded REITs.

Topic Rating:

• 4.5/5

Member Reviews:

• Great webinar! Would have liked to have a bit more explanation of the definitions and concepts behind REITs.
• That was awesome — Rich did a great job of explaining complex concepts thoroughly, and with actionable takeaways. Definitely would attend additional webinars like this.
• I enjoyed the information on this subject. I'm working beyond retirement at 77. I own several rentals and have a note 1st Trust deed on a property I sold to my tenant of the 6 I own 4 are free and clear and currently have more income than I need and looking for what to do with it. This class was helpful on next steps.

Instructor Rating:

• 97% positive

Rich Arzaga is a Certified Financial Planner, an Accredited Investment Fiduciary, a former REALTOR®, and the Founder and CEO of Cornerstone Wealth Management. He is also a long-time Adjunct-Professor in the UC Berkeley Personal Financial Planning program.

Savings Strategies When Your Income Varies Month to Month
Presenter: Rachel Marshall
Target Audience: New Agents

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In this webinar, Rachel Marshall shares her own struggles with saving money and the real-life strategies she used to overcome the month-to-month and consistently begin putting 30% or more of her monthly income to work.

Here’s what you’ll learn:

• Overcome the three forces that are making your poor;
• Learn three key strategies to keep more of your money today;
• See how one simple change can increase your savings.

If you are looking for ways to save and invest more of the income you already make, build good money habits without having to work harder or live on ramen, and supercharge your emergency/opportunity fund and make it do twice the work, this webinar is for you.

Topic Rating:

• 4.7/5

Member Reviews:

• This was great, I had been working toward total payoff, would like to know how to pay cash for a vehicle when they cost as much as a house. Thanks!
• It was refreshing to learn about a different strategy to invest in outside of real estate.
• I like her strategies of privatized banking and infinite banking. Thanks.

Instructor Rating

• 97% positive

Do you wish you had more in savings and investments, with a solid plan for the future? The thing is, almost everything we learn about money robs us of control and steals our cash flow. However, it is possible to save more, invest sooner, build solid ground and certainty today, and create time and money freedom, even with income that varies from month to month.

Rachel Marshall is co-founder and Chief Financial Educator of The Money Advantage, and president of Marshall’s Insurance and Financial Services. She has built a team of licensed professionals (investment advisors, insurance agents, attorneys, tax strategists) to help her clients create time and money freedom with cash flow strategies, privatized banking, and alternative investments.

Rachel is the content strategist and co-host of The Money Advantage podcast, the popular business and personal finance show, where she is known for making money simple, fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy of more than money.

Determining Your Business Value and Preparing to Sell It
Presenter: Nick Krautter, CEO of City and State Real Estate
Target Audience: Seasoned Agent

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Want to retire from real estate? Want to maintain an income stream and ensure your clients are well cared for? When most agents retire they don’t get anything from the effort and time they’ve put into their business. You might refer a client or two to a peer but the problem is there is no continued pro-active marketing.

The Golden Handoff is the process of valuing and preparing your business for sale to an Adopting Agent, then finding a great Adopting Agent who will take over the task of taking care of your clients and make sure you get the most benefit from all the work you’ve put into your business.

Topic Rating:

• 4.6/5

Member Reviews:

• Great speaker, Nick really knew the subject and clearly presented the ideas/points. well done.
• It was very good for brokers. I'm an AE and so it didn't pertain to me. But, I now know what I should be recommending to others and will consider hosting something like this for our membership.
• I've been in real estate 15 years and found many presenters bore attendees with fluff and their accomplishments. Today's presenter was clear and to the point without fluff. I appreciate him keeping the information to the point as it was exactly what we were seeking. Thank you!

Instructor Rating

• 93% positive

Nick Krautter is the author of The Golden Handoff: How to Buy and Sell a Real Estate Agent’s Business and a top REALTOR® since 2006 in the Portland, Oregon market.  Nick is an avid golfer, writer, reader, talker, and still gets up early, excited about what each day holds.

The Three Approaches to Real Estate Investing
Presenter: Steven Moraldo, Owner/Business Development
Target Audience: Mid-Career Agent

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In this webinar session/series Steven Moraldo will explore the primary investment strategies realtors can use when investing in real estate. Defining the approach to investing and beginning the process of creating an investment planning strategy the fits their expected criteria (i.e. ROI, cashflow, appreciation, and/or tax benefits).

Topic Rating:

• 3.9/5

Member Reviews:

• This guy was great. Very informative, very easy to understand. I can't wait to watch the recorded version in its entirety even with your technical difficulties. I got a lot out of this.
• Good presentation — lot of info for a short time, though.
• I thought the presenter was excellent and understood his topic well. He was successful in getting across some larger concepts and giving a basic grasp of Investment language. It was a lot of information for the short period of time that we were on together.

Instructor Rating:

• 88% positive

As a member of Michael Simpson's residential and commercial real estate teams for the past 15 years, Steven has firsthand knowledge as to what it takes to make the transition from residential to commercial and investment sales. He has trained hundreds of real estate agents, brokers, and investors across the United States, providing the building blocks for a lasting resimercial- or strictly commercial-based business.

The NCREA is a national training, consulting, and coaching company responsible for helping thousands transition into commercial real estate. The curriculum and coaching programs have attributed to producing many multi-million-dollar producers in the industry.

When Steven is not teaching real estate agents, brokers, and investors how to take over the commercial real estate market, which is one of his true passions, he can be found heading the NCREA’s business development division, putting into practice the same prospecting techniques he teaches in class to build his own business and portfolio of services, and once again proving that the techniques work if you put the work in.

Retirement Summit
Target Audience: New Agents

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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.

Types of Business Entities and Tips for Selecting the Right One
Presenter: Ariel Siner, Attorney Hoge & Fenton
Target Audience: New Agents

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This webinar gives a broad overview of the different forms of business entities in the United States. Each entity form has different requirements and aspects, and the webinar provides a base understanding of the benefits and drawbacks of each. Participants will come away with a working knowledge of entity types and advice on ways to select the best one for their business.

Topic Rating:

• 4.8/5

Member Reviews:

• Ariel knows her stuff. Impressed with her explanations and good delivery. Nice to hear members questions being answered at end of session.
• The attorney did an excellent job speaking. I can tell that she knows her subject well. It is a good topic for REALTORS®, but more information regarding this topic with and without being a Broker would also help. Thank you.
• In general, the presentation did a great job of discussing the different legal options, but I do think, though challenging given the various laws in different states, etc., I think what I was looking for, and what I think most people wanted, would be very general recommendations.

Instructor Rating:

• 100% positive

Ariel G. Siner is a third generation attorney in Silicon Valley. Her practice focuses primarily on trust and estate matters, including planning, administration, and litigation. She had a wide range of experience from basic planning for individuals to complex tax minimization efforts. She is well-versed in dispute resolution in contested post-death matters in court and in mediation. Ariel has a strong background in the blended issues of business, real estate and estate planning matters and assisting her clients in making informed decisions that will best suit their varied needs.

Taxes & Retirement
Presenter: Heather C. Liston, CFP®, E.A.
Target Audience: Seasoned Agent

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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? We’ll talk about smoothing out your tax brackets during retirement, the Golden Planning Opportunity: ages 59.5 to 70, and questions like:

• How is Social Security income taxed?
• What if I relocate to a new state when I retire?
• Do I have to pay tax on my pension?
• What’s the deal with RMDs?
• Should I do Roth conversions?

Topic Rating:

• 4.8/5

Member Reviews:

• Heather was great — very informative and got thru a lot of info in a very short period of time
• Having attended other seminars, this was by far the BEST one! She was a refreshing speaker — energetic and knowledgeable on what can be a complicated topic. Also nice to see a woman instead of the usual male presenters. Look forward to ANY of her upcoming seminars. As the chat suggested, there are many more topics that she can speak on. Valuable with lots of practical takeaways.
• Phenomenal presenter!! Provided such relevant information for those getting close to retirement age. She presented useful strategies for several important tax decisions. Extremely useful information with a straight forward presentation. Thank you!!

Instructor Rating:

• 99% positive

Heather Liston is a Certified Financial Planner® (CFP) and an Enrolled Agent. She does fee-only financial planning through Hargrave Fiduciary Advisors (HargraveFA.com), and also prepares tax returns.

Heather studied liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration, and a Certificate in Personal Financial Planning from the University of California at Berkeley. She teaches financial planning courses (including Income Tax and Retirement Planning) and Accounting at UC Berkeley Extension, and at Golden Gate University in San Francisco.

The Psychology of Money: Managing Debt and Taking Control of Your Financial Life
Presenter: Derek Hagan
Target Audience: Mid-career Agents

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Money is stressful. Money is the leading cause of stress for Americans - all of us. But it doesn’t feel that way. It feels like we are alone on an island and everyone else has it together. So we end up doing what it looks like everyone else does...and we go into debt doing so. In addition, we are all a product of our upbringing. What we saw and experienced as children shaped how we make financial decisions today. Many of us end up in debt because of the stories we tell ourselves about money’s role in our happiness. These stories that we tell ourselves are called Money Scripts, and if left unexamined, they can keep us stuck.

Understanding the psychology of debt and money is powerful. It helps us understand the role we want money to play in our lives. It helps us ask the question, “What happens when we pay off all our debt? What’s the money for?”

Learn why we end up in debt, and how we can ground ourselves to a financial purpose in order to keep ourselves out of debt. Understand your Money Scripts to improve your financial health.

Topic Rating:

• 4.5/5

Member Reviews:

• This information provided by Derek is essential for all of us. Derek's stressing of being intentional about our spending and about analyzing our internal Money Scripts struck a chord with me. This information should be taught in schools, too! Thank you again for providing this webinar.
• The visuals were helpful. I know some would say they were so simple that they weren't needed. I would disagree. An impression has to be made on the subconscious mind to change the money script. Changing the behavior without changing the mind is only effective in the short term in most cases.
• I really like how today's speaker (Derek Hagen) stripped the matter of personal finances down to the basics. I half expected to hear about investment and other creative strategies to manage personal debt problems, but that is not what he did and for that I am grateful!

Instructor Rating:

• 89% positive

Derek Hagen is a financial psychology expert and founder of Money Health Solutions, a financial therapy and financial life planning firm based in Minnesota, serving clients nationwide. He writes about the psychology of money in his Money Health newsletter, helping readers improve their relationship with money using personal stories and simple drawings. Derek’s passion is to simplify money matters.

Derek earned a Graduate Certificate in financial psychology and behavioral finance from Creighton University and a Bachelor of Arts in economics from Minnesota State University Moorhead. He holds the Certified Financial Planner™, Certified Financial Therapist-I™, and Certified Financial Behavior Specialist®️ designations.

Setting Up Your Financial Road Map – Agent to Broker
Presenter: Sabrina Lowery REALTOR®, Broker, Instructor
Target Audience: New Agent

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Agents need a mentor, a guidebook, strategies, systems, and tools to be successful. So, if you want to become a broker and grow a team, start a brokerage, create multiple streams of income, and build a solid foundation that will increase your net worth, join this workshop to hear Sabrina Lowery’s journey from agent to broker in less than 7 years. Sabrina has built a multi-million dollar brand in less than a decade with a plan and tech tools to automate various processes in her businesses. She will share her experiences and help you navigate the pathways to becoming a broker-owner.

Topic Rating:

• 4.4/5

Member Reviews:

• Super helpful info and fantastic instructor! She kept my attention with her humor for sure! That's definitely needed now that most things are online! Thank you!
• More specific, in-depth brokerage starting info. Good presentation and I felt like I got good information during the Q & A.
• Sabrina did an awesome job explaining the process in an easy way to visualize it and to put things together, thanks for having her!

Instructor Rating:

• 95% positive

Active memberships include Black Speakers Network, Cobb Chamber of Commerce, Atlanta Business League, Atlanta REALTORS® Association, Georgia Association of REALTORS®, and the National Association of REALTORS®.

4 Ways to Exit Your Business & 4 Ways to Reduce Taxes on Your Exit
Presenter: Rich Arzaga, CFP®, AIF®
Date: Wed. December 15, 1:00 p.m. to 2:00 p.m. Central

Register now

As Baby Boomers continue to retire in record numbers and other hard-working REALTORS® consider financial independence in earlier years, a historic number of real estate practices will change hands in the next 10 years. The question becomes, how can you get the highest value for the business you have created? And what can you do today to manage taxes on these gains and keep more for your financial independence?

To help you achieve success, this webinar will help you understand

• Four ways to exit your real estate business.
• The pros and cons of each exit strategy
• Four ways to reduce or eliminate taxes on highly appreciated business equity

If you are a broker-owners or own a top producing team, you don’t want to miss this important webinar.

Target Audience: Seasoned Agent

Rich Arzaga is a Certified Financial Planner®, an Accredited Investment Fiduciary®, a former REALTOR®, and the Founder and CEO of Cornerstone Wealth Management. He is also a long-time Adjunct-Professor in the UC Berkeley Personal Financial Planning program.