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.

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Upcoming Webinars

Register for upcoming Financial Wellness webinars and learn more about the speakers and topics.

The Ultimate Guide to Real Estate Investing

  • Wednesday, August 26 at 1 p.m. CT
  • Presenter: Michael Simpson

Register now

This webinar is designed for real estate agents who are interested in learning how to get started in real estate investing. The instructor will also take time to teach the calculations and formula’s that residential and commercial investors/brokers use when locating and underwriting investment properties.

Overview:

  • How to distinguish if an opportunity is going to be a commission or an investment opportunity for you.
  • Investment planning strategies for agents who plan on building passive income.
  • Prospecting for commissions today and tomorrows Investments.

In this session you will learn how to understand and calculate terms such as:

  • Gross Rent Multiplier (GRM)
  • Cap Rate
  • Return on Investment (ROI)
  • Return on Equity (ROE)
  • Debt Coverage Ratio (DCR)
  • Expense & Vacancy Factors
  • Increase Earnings Through Investments

You will have the opportunity to participate in real world exercises, and perform hands on calculations and formulas that will become the baseline for your investment valuation process.

View Michael Simpson's bio

Michael Simpson

Michael Simpson is a national speaker, trainer, autho, and coach at The NCREA. He has been a leading authority on resimercial and investment sales for 30+ years. Thousands of real estate agents, brokers, and investors from around the nation have sought Michael Simpson’s training. He is the Founder and Senior Instructor of the National Commercial Real Estate Association (The NCREA) and an internationally recognized expert in commercial real estate sales and leasing. His company, The NCREA, is a national training, consulting, and coaching company responsible for helping thousands transition into commercial real estate. Michael’s curriculum and coaching programs have been attributed to producing many multi-million-dollar producers in the industry.

The ABCs of REITs

  • Wednesday, September 16 at 1 p.m. CT
  • Presenter: Rich Arzaga

Register now

If you have thought about owning Real Estate Investment Trusts (REITs), you are not alone: An estimated 44% of American households own shares in at least one REIT. Some potential benefits to REIT investors are:

  • Cash-flowing commercial properties
  • Tax-advantaged income
  • Professionally managed portfolio
  • Diversification from stocks and bonds

REITs also help reduce risk by allocating to dozens or hundreds of properties, and can be purchased at minimums significantly less than directly-owned property. Join us for 45 minutes of education on REITs, followed by answers to your questions.

View Rich Arzaga's bio

Rich Arzaga

Rich Arzaga has a skill set that is ideal for our Financial Wellness community. He is one of the few financial planners who can advise on, and integrate, directly-held real estate investments into a wealth building plan. That is exactly why he became an advisor.

Rich 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. Rich is often quoted in financial and business publications, and has earned numerous awards for his work as an educator and financial planner.

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.

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)

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