These monthly 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.

Upcoming Tax Summit

Hear from certified professionals and get the tips needed to save time and money while reducing your stress this tax season.

Attend NAR’s Financial Wellness 2023 Tax Summit. 

Register now

2023 Webinar Calendar

Register for upcoming Financial Wellness webinars in 2023, or pay to view prior ones.

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January: How Inflation and Market Volatility May Impact Your Plans for Retirement

Target Audience: Seasoned Agent

Pay to view

REALTORS® preparing for retirement have a few impeding factors that may impact their plans. Learn new strategies to navigate the current inflation’s impact, gain an understanding of the time horizon, discover when a retirement portfolio should begin to transition, and how to insulate yourself from outside events. 

Complimentary resources included:

  • Presentation outline
  • Online/printable financial resources
  • Relevant video content

Speakers: Nic Daniels & Brian Wiley, Financial Advisors at The Real Money Pros

Brian Wiley
Nic Daniels

Nic Daniels and Brian Wiley are fiduciary-only Financial Advisors with Tree City Apollon, out of Boise, Idaho. Them and their team provide custom tailored retirement advice, financial planning, and business strategies to clients across the U.S. Additionally, Nic and Brian are parts of The Real Money Pros, an education-based website, podcast, and nationally syndicated radio show.

February Summit 2023

Please visit our Virtual Summits page.

  • Target Audience – New Agent

March 22, 2023: Credit Management & Awareness

  • Target Audience – Mid-Career Agent

April 12, 2023: How to Fund Higher Education – 529 Plan vs. Coverdell

  • Target Audience – Mid-Career Agent

May 3, 2023: 3 Key Strategies to Creating A Steady Income Stream During Retirement

  • Target Audience – Seasoned Agent

June Summit, 2023

Please visit our Virtual Summits page.

  • Target Audience – New Agent

July 26, 2023: Financial Conversations to Have With Your Agents

  • Target Audience – Seasoned Broker

August 23, 2023: National Financial Awareness

  • Target Audience – Mid-Career Agent

September 20, 2023: Safeguard Your Company With Business Insurance

  • Target Audience – New Agent

October 18, 2023: How to Transfer Or Rollover Your Retirement Account to Invest in Real Estate—Tax-Free

  • Target Audience – Seasoned Agent

November 8, 2023: Financial Considerations for Rental and Investment Properties

  • Target Audience – Mid-Career Agent

December 13, 2023: Risk Management and the Year Ahead

  • Target Audience – New 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.

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