Upcoming Financial Wellness Webinars

Center for REALTOR® Financial Wellness

These 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.

Financial Wellness LIVE: Tax Summit

Registration for February's Tax Summit live webinar events is now open!

Learn more


2021 Webinar Calendar

See what webinars are coming up, or purchase recordings of previous ones.

Quarter 1:

January: Budgeting

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

Pay to view

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.

Sabrina Lowery

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".

February: Tax

Tax Summit: Live Event

Register now

Target Audience: Mid-Career Agents

March: Investing (REITs)

Investing Strategies: Deep Dive Into REITs
Date: Wed. March 17, 1:00 p.m. to 2:00 p.m. Central

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.

Registration coming soon — save the date!

Target Audience: Seasoned Agent

Quarter 2:

April: Financial Literacy

Cash Flow Fundamentals for REALTORS®
Date: Thu. April 15, 1:00 p.m. to 2:00 p.m. Central

Cash flow is crucial to the success of small business owners – especially to REALTORS® who are full-entrepreneurs, or those working part-time in the real estate industry. You can have a real estate business that is profitable on paper, yet still fails due to a lack of cash flow. So this workshop will teach Realtors the key principles of managing cash flow in order to survive and thrive in any market.

Participants will learn:

  • How to analyze cash flow (without needing an MBA)
  • How to read a cash flow statement
  • Best practices for managing cash flow in good and bad times
  • Easy ways to boost cash flow
  • Strategies to accelerate cash inflow
  • Red flags to spot future cash flow problems

Registration coming soon — save the date!

Target Audience: New Agent

May: Business Value

Determining Your Business Value and Preparing to Sell It
Date: Wed. May 19, 1:00 p.m. to 2:00 p.m. Central

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.

Registration coming soon — save the date!

Target Audience: Seasoned Agent

June: Real Estate

The Three Approaches to Investing
Date: Wed. June 9, 1:00 p.m. to 2:00 p.m. Central

In this webinar session/ series Michael Simpson 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).

Registration coming soon — save the date!

Target Audience: Mid-Career Agent

Quarter 3:

July: Retirement Summit

Retirement Summit
Dates: Wed. July 7, 14, 21, and 28 – one hour, 4-part series event

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.

Registration coming soon — save the date!

Target Audience: New Agents

August: Business Entities

Types of Business Entities and Tips for Selecting the Right One
Date: Thu. August 19, 1:00 p.m. to 2:00 p.m. Central

This webinar will give 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 will provide 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.

Registration coming soon — save the date!

Target Audience: New Agents

September: Taxes & Retirement

Taxes & Retirement
Date: Wed. Sept 15, 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? 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?

Registration coming soon — save the date!

Target Audience: Seasoned Agent

Quarter 4:

October: Credit & Debt

Credit and Your Real Estate Career
Date: Wed. October 13, 1:00 p.m. to 2:00 p.m. Central

Having good credit can help you in two ways as a Realtor: First, you can better educate your home-buying clients and help them get approved for mortgages they need, leading to more deals. Additionally, you can personally benefit from boosting your own credit rating, since excellent credit opens the door to business loans and opportunities to expand or better finance your company.

Registration coming soon — save the date!

Target Audience: Mid-Career Agents

November: Budgeting

Setting Up Your Financial Road Map – Agent to Broker
Date: Wed. November 3, 1:00 p.m. to 2:00 p.m. Central

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.

Registration coming soon — save the date!

Target Audience: New Agent

December: Succession Planning

4 Ways to Exit Your Business & 4 Ways to Reduce Taxes on Your Exit
Date: Wed. December 15, 1:00 p.m. to 2:00 p.m. Central

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.

Registration coming soon — save the date!

Target Audience: Seasoned Agent

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/Zoom 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.

Navigating the Center for Financial Wellness

NAR staff demonstration of FinancialWellness.realtor. This online platform, designed exclusively for REALTORS®, offers tools to assess your current financial profile, personalized financial planning goals, simulations to practice financial planning decisions in a risk-free way, and a robust library of budgeting, retiring, and real estate investing resources.

Download accompanying slides (PPTX: 16 MB)