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.
December 13, 2023
New Year, New Financial Strategies – Risk Management and the Year Ahead
11:00 am PST | 1:00 pm CST | 2:00 pm EST
- Target Audience: New Agent
New Year, new you! OK, we may not go to the gym every day like we thought, so how about this: New Year, More Money in Your Pocket. If you missed ways to maximize your tax deductions for 2023, don’t fret. Let’s focus on what we can do in 2024 to make sure that you stay as efficient as possible. Brian and Nic will give ideas on what you can do in the New Year to make the most out of your money. Plus, they’ll explain what to expect in terms of economic policies, the future state of the stock market, and how it all affects your investment accounts.
Speakers: Nic Daniels & Brian Wiley, Financial Advisors at The Real Money Pros
Nic Daniels and Brian Wiley are fiduciary-only Financial Advisors with Tree City Apollon, out of Boise, Idaho. Their team provides 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.