Upcoming Financial Wellness Webinars

Center for REALTOR® Financial Wellness

These free webinars are designed to help REALTORS® understand financial topics on a deeper level. Presenters include subject matter experts who will provide tips, planning options, and an array of valuable information to help REALTORS® advance their financial journey. No matter the career stage or level of financial planning, these webinars are helpful and informative to all members.

View recorded webinars.

Upcoming Webinars

Cisco Webex

Get help on joining a Financial Wellness webinar using the Webex video conferencing platform.

The Golden Handoff - Tips on Succession Planning

Wednesday, June 17, 2020 at 1 p.m. CT
Presenter: Nick Krautter

Register now

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 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.

For the Adopting Agents, the Golden Handoff is the easiest way to exponentially grow your business by referral when you take over entire client databases from retiring agents.

View Nick Krautter's bio

Nick Krautter

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.

Navigating Through the Center for REALTOR® Financial Wellness

Thursday, June 30, 2020 at 1 p.m. CT
Presenter: Kasey Stewart

Register now

The National Association of REALTORS® is proud to present a training on how to navigate through the Center for REALTOR® Financial Wellness. This resource is designed to help you understand the tools, calculators and financial resources that are available on the platform. Learn from our presenter, Kasey Stewart, Director of Member Development who will provide tips and an array of valuable information that will help you progress on your financial journey. No matter where you are in your career or stage of financial planning, we hope you’ll find this webinar session helpful and informative.

View Kasey Stewart's bio

Kasey Stewart

Kasey Stewart, is the Director of Member Development of the National Association of REALTORS®. She has been with association for over 11 years.
Kasey currently oversees NAR’s education programs including the Commitment to Excellence program, the Center for REALTOR® Financial Wellness, GRI and Appraisal designations, and serves as Staff Executive for numerous committees. She also co-heads the Association’s new Broker Engagement initiative.

This year, she was selected as a RISMedia Real Estate Newsmaker— joining a dynamic group of key influencers making headlines as a result of their newsworthy contributions to the real estate industry.

\Kasey holds a MS in Integrated Marketing & Communications from West Virginia University and a BA in Public Relations from Marshall University. She resides in Chicago, IL, with her husband Keith, and daughter Mackenzie.


Important Information Regarding Webinar Registration

These presentations are intended for informational purposes only. If we receive any information about errors we will attempt to correct them. However, NAR and the Center for REALTOR® Financial Wellness does not assume responsibility for accuracy or completion of information. This encompasses:

  • Non-necessarily complete, detailed, exact or up to date information

  • Under certain circumstances, links to external websites, the content of which we have no influence over and for which we will accept no responsibility
  • Clarity of pictures, sound, and information provided in the Webex platform or presentation

While we hope to avoid technical disruptions and have planned to prevent such issues, please know that some disruptions and interruptions may still occur. We will try to resolve them as soon as possible. Please do not use a rich media file or share your registration link to avoid technical issues.

If ultimately you are not able to join the webinar presentation, please let us know at financialwellness@nar.realtor and we will send you a recording.

Thank you for your understanding.

Housing Opportunity Program

Programs, grants, trainings, and resources that help REALTORS® and REALTOR® associations expand housing availability and homeownership opportunities.


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