Upcoming Financial Wellness Webinars

From the 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.

September: Investing Summit

Target Audience: All Agents

Register now

Learn from subject matter experts, gain valuable information, participate in the live Q&A, and access exclusive resources after the session.

Price: Members – $50.00 USD; Non-Members – $60.00 USD

Date & Session Details:

  • September 7: Beyond Real Estate - Investing for Absolute Beginners
  • September 14: Beyond Real Estate - Investing for the Seasoned and Sophisticated
  • September 21: Residential Investing for REALTORS®
  • September 28: Intro to Commercial Real Estate Investing

Presenter 1: Heather C. Liston, E.A., CFP®

Heather Liston

Heather Liston is a Certified Financial Planner™ (CFP®) and an Enrolled Agent. She does fee-only financial planning through Hargrave Fiduciary Advisors (HargraveFA.com), and also prepares tax returns.

Heather studied liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration, and a Certificate in Personal Financial Planning from the University of California at Berkeley. She teaches financial planning courses (including Income Tax and Retirement Planning) and Accounting at UC Berkeley Extension.

Presenter 2: Nick Krautter, REALTOR®

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.

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2022 Webinar Calendar

Register for upcoming Financial Wellness webinars in 2022, or pay to view prior ones.

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January: The Real Estate IRA — A Crucial Strategy to Help REALTORS® Build Retirement Wealth

Target Audience: Seasoned Agents

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Here’s a tremendous opportunity to learn about a strategy that can help you maximize your retirement savings. Stocks, bonds, and mutual funds are NOT the only assets allowed in retirement plans. Retirement accounts can also invest in residential, commercial, and other real estate assets— tax-free, penalty-free.

During this educational webinar you will learn how a self-directed IRA (or real estate IRA) helps you take full control of your retirement savings to invest in real estate. Many successful REALTORS® like yourself are using their expertise and taking advantage of this strategy to build and pass down retirement wealth, lower their taxable income, and fully diversify their portfolio with the asset REALTORS® understand well— real estate.

Here’s what you’ll learn:

  • See how self-directed IRAs work and accounts available to REALTORS®
  • Avoid tax penalties keeping your IRA real estate assets in a tax-free environment
  • Explore creative strategies for small and big IRAs to invest in real estate

BONUS TIP: How to tap into this booming IRA Investor market with new and existing clients.

Session Rating:

  • Topic Rating – 4.8 
  • Instructor Rating – 4.9       

Member Feedback:

  • Most educational and financially valuable information I've learned in 12 years of real estate!
  • I believe this type of investing is perfect for Real Estate professionals; I have been considering this for several years.  Glad to hear about the ins and outs of the process.  Thank you!
  • Jason is a wealth of knowledge on the subject!

Presenter: Jason Craig, President, CISP

Jason Craig

Jason Craig is President of IRAR Trust Company, a leading self-directed IRA custodian empowering people to build wealth through real estate investments. Jason has over 25 years of experience in the financial services and is a Certified IRA Services Professional (CISP).

He is a self-directed IRA investor and advocate committed to educating REALTORS® and their clients. Jason’s thought leadership is often highlighted in interviews with the Wall Street Journal, Forbes, RISMedia, and Realtor.com®. He is also a contributor to Forbes Financial Council, an organization for senior-level financial services executives and leaders.

February: Tax Summit

Target Audience: All Agents

Pay to view

Learn from subject matter experts, gain valuable information, participate in the live Q&A, and access exclusive resources after the session.

Price: Members – $50.00 USD; Non-Members – $60.00 USD

Date & Session Details:

  • February 2: Tax Considerations for the Newly Self-Employed
  • February 9: What to Do If You've Got IRS Trouble
  • February 16: 2022 Small Business Advanced Tax Update
  • February 23: Your Financial Golden Years

This webinar is non-refundable. Pricing includes access to all four webinars. Sessions can't be sold separately. If you miss a session, presentation materials will be available after the live presentation via Zoom.

After your purchase is confirmed, you will receive a follow-up email with the webinar link closer to the live scheduled event. Please enable Zoom calendar reminders so you can receive updates one week, one day, and one hour before the live scheduled session.

March: The Wealthy Woman: Infinite Banking Strategies for REALTORS®

Target Audience: Mid-Career Agents

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Today, about half of women out-earn their husbands and partners.  As women’s incomes rise, so does the need to take an active role in managing household finances to meet your current and future needs.  Now, more than ever, women need the knowledge and tools to do the most with your money, so you can enjoy your money and create a legacy that lasts for generations.  This workshop, Rachel will show you the “seven generation” mindset to make the best financial decisions, walk you through a system for managing money that makes you feel wealthy, and demonstrate the power of life insurance as a warehouse of wealth.

Presenter: Rachel Marshall

Rachel Marshall

Rachel Marshall has built a team of licensed professionals (investment advisors, insurance agents, attorneys, tax strategists) to help her clients create time and money freedom with cash flow strategies, Privatized Banking, and alternative investments. Rachel is the content strategist and co-host of The Money Advantage podcast, the popular business and personal finance show, where she is known for making money simple, fun, and doable.  She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy of more than money.

April: The Current Affair of Student Loans and How It Affects You

Target Audience: New Agents

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About four in ten adults who attended college incurred at least some debt for their education. This is more prevalent as more professions are requiring at least a bachelor's degree, while at the same time education costs have increased by 34-50% in the last decade. Chances are someone in your household has graduated with a price tag on their diploma.

Student loans have been a hot topic recently. A lot has happened in the last two years. Payments for all Federally-held student loans were paused on March 13, 2020, by the CARES Act. Also, the Education Department recently opened up the Public Service Loan Forgiveness waver, in which FFEL and Perkin loans may be eligible for forgiveness by taking steps by October 31, 2022.

Payments, including defaulted collections, will resume in August 2022, after being on pause for over two years. Yet, many borrowers are still financially hurting and may not be ready to restart their payments, especially if their income suffered during the pandemic. 

Join us to learn more about the current changes and what you can do to prepare for repayment, including whether an Income-Driven Plan may be advantageous for your repayments.

Presenter: Rosario Chacon, CFP®, FBS®, CSLP®, EA

Rosario Chacon

Rosario founded Wealth-Source Financial in 2019 to serve other professionals like her: Often first generation graduates from college, with school debt, while building a career or a business, and raising a family. She believes in preparing well to better serve her community. She is a fiduciary (CFP®), a Financial Behavior Specialist (FBS®), a Student Loan Planner (CSLP®), and an Enrolled Agent (IRS). She knows first-hand that we must invest in ourselves to make changes in our journeys, and it is her mission to help you improve your financial health so you can focus on what you do best in life.

May: Estimated Taxes: Why, When, How, and How Much

Target Audience: Seasoned Agents

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Self-employment is great, especially when you’re making money. But without an employer to withhold taxes from your paycheck, how do you make sure you’re paying your taxes correctly? We’ll talk about when estimated taxes are due, how to pay them, how to calculate what you owe, and what to do if you miss a payment. We’ll also talk about state taxes, safe harbors, and some tips for managing your tax payments in a two-earner household.

Presenter: Heather C. Liston, E.A., CFP®

Heather Liston

Heather Liston is a Certified Financial Planner™ (CFP®) and an Enrolled Agent. She does fee-only financial planning through Hargrave Fiduciary Advisors (HargraveFA.com), and also prepares tax returns.

Heather studied liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration, and a Certificate in Personal Financial Planning from the University of California at Berkeley. She teaches financial planning courses (including Income Tax and Retirement Planning) at UC Berkeley Extension and Golden Gate University.

June: Personal Finance: Lessons From the Pandemic and How They Could Help Strengthen Your Financial Future

Target Audience: Mid-Career Agents

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COVID allowed everyone to take a real-time look during an extraordinary time at their financial readiness. The question for you as a REALTOR® during this time is, were you prepared? What could you have done differently? And what should you know if this happens again?

This workshop will cover four areas of personal finance that, if understood better, could help REALTORS® strengthen their financial readiness.

  • Inflation: What is the potential impact of high inflation on your future, and what is the best way to prepare for it?
  • Interest rates: How should you factor in rising interest rates, and where can it benefit your finances.
  • Investment behavior: How most investors hurt themselves during the steep decline in the stock market in March 2020, and what you can learn from these choices.
  • Financial planning: How a sound financial plan, and an excellent financial advisor, can provide a roadmap to better personal finance outcomes.

This workshop is ideal for REALTORS® who felt unprepared financially during COVID, primary wage earners of households, and individuals responsible for a family’s financial decisions.

Presenter: Rich Arzaga, CFP®

Rich Arzaga

Rich Arzaga is a Certified Financial Planner®, a CCIM, a former REALTOR®, and the Founder and CEO of The Real Estate Whisperer Financial Education and Coaching. He is also a long-time, honored Adjunct-Professor in the UC Berkeley Personal Financial Planning program, and more recently UC Santa Cruz.

July: Medicare & You

Target Audience: Seasoned Agents

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No two ways about it: Medicare is complicated. But chances are you've been paying into it your entire working life, and you have a right to reap the rewards when the time comes. Being prepared in advance can save you a lot of headaches and ensure that you maximize the benefits available to you. Learn how to qualify for Medicare, when and how to apply for benefits, what’s covered and what isn’t, how much to budget for premiums and co-pays after your Medicare eligibility begins, and how to find more answers when you need them.

Presenter: Heather C. Liston, E.A., CFP®

Heather Liston

Heather Liston is a Certified Financial Planner™ (CFP®) and an Enrolled Agent. She does fee-only financial planning through Hargrave Fiduciary Advisors, and also prepares tax returns. Heather studied liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration, and a Certificate in Personal Financial Planning from the University of California at Berkeley. She teaches financial planning courses at UC Berkeley Extension, and at Golden Gate University in San Francisco.

August: How Real Estate IRAs Work: A Step-by-Step Case Study

Target Audience: Mid-Career Agents

Pay to view

REALTORS® who are not familiar with self-directed IRAs may be missing out on a great opportunity. As an agent you are in a unique position to help your clients save for retirement and grow your own retirement savings— you come across the real estate deals firsthand and know the market.

Self-directed IRAs are becoming increasingly popular. Stock market volatility and the overall investors need of a well-diversified retirement portfolio are creating a demand. Don’t get left behind. Discover how to use this powerful investment tool to secure your retirement and increase your value to clients.

During this webinar you’ll learn:

  • The main rules for real estate investing with an IRA
  • Creating deals with popular strategies
  • Making the purchase offer with IRA funds
  • How to pay bills and deposit rent checks
  • Tips to grow your business building awareness

Presenter: Jason Craig, President, CISP

Jason Craig

Jason Craig is President of IRAR Trust Company a leading self-directed IRA custodian empowering real estate agents to build wealth through real estate investments. Jason has over 25 years of experience in the financial services and is a Certified IRA Services Professional (CISP).

He is a self-directed IRA investor and advocate for self-directed retirement. Jason’s thought leadership is often highlighted in interviews with the Wall Street Journal, Forbes, RisMedia, and Realtor.com®. He is also a contributor to Forbes Financial Council, and organization for senior-level financial services executive leaders.

September: Investing Summit

Target Audience: All Agents

Register Now

Learn from subject matter experts, gain valuable information, participate in the live Q&A, and access exclusive resources after the session.

Price: Members – $50.00 USD; Non-Members – $60.00 USD

Date & Session Details:

  • September 7: Beyond Real Estate - Investing for Absolute Beginners
  • September 14: Beyond Real Estate - Investing for the Seasoned and Sophisticated
  • September 21: Residential Investing for REALTORS®
  • September 28: Intro to Commercial Real Estate Investing

Presenter 1: Heather C. Liston, E.A., CFP®

Heather Liston

Heather Liston is a Certified Financial Planner™ (CFP®) and an Enrolled Agent. She does fee-only financial planning through Hargrave Fiduciary Advisors (HargraveFA.com), and also prepares tax returns.

Heather studied liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration, and a Certificate in Personal Financial Planning from the University of California at Berkeley. She teaches financial planning courses (including Income Tax and Retirement Planning) and Accounting at UC Berkeley Extension.

Presenter 2: Nick Krautter, REALTOR®

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.

October: Marriage and Financial Planning Matters: 8 Great Financial Mistakes Couples Make, and How to Avoid Them

Wednesday, October 19, 1-2 p.m. CT
Target Audience: New Agents

Register Now

Couples planning to spend the rest of their lives together need to act soon to take steps that can help secure their financial goals. For example, AARP studies show that 80% of couples who reach age 65 will be unable to maintain their standard of living in retirement. Many of that 80% could have avoided being in this position.

This program will cover eight great financial mistakes couples make in planning for their future. These mistakes include missteps in:

  • Investment planning
  • Long term care planning
  • Tax planning
  • Other areas

This program is ideal for all couples interested in tips on which mistakes to avoid and how to improve their current and future financial condition.

Presenter: Rich Arzaga, CFP®

Rich Arzaga

Rich Arzaga is a Certified Financial Planner®, a CCIM, a former REALTOR®, and the Founder and CEO of The Real Estate Whisperer Financial Education and Coaching. He is also a long-time, honored Adjunct-Professor in the UC Berkeley Personal Financial Planning program, and more recently UC Santa Cruz.

November: Financial Wellness Educational Session at 2022 REALTORS® Conference & Expo in Orlando, FL

Target Audience: Seasoned Agents

More info coming soon.

December: Securing Your Retirement: Transforming Social Security Into a Winning Retirement Strategy

Wednesday, December 14, 1-2 p.m. CT
Target Audience: Seasoned Agents

Register Now

Over 10,000 people turn 62 in the United States every day. In fact, 21% of the population will be 65+ by 2030. This is the time when Americans can make elections on when and how much to collect from social security. The questions for most is; when should I start collecting and why? If I am married or divorced, what are my options? This program will cover the following areas of this important benefit:

  • How Social Security works
  • Rules for Social Security benefits
  • Collection strategies

If you're turning 62 over the next few years or have loved ones who will be turning this age, you will want to attend this workshop. This is program suited for REALTORS® of all levels of experience.

Presenter: Rich Arzaga, CFP®

Rich Arzaga

Rich Arzaga is a Certified Financial Planner®, a CCIM, a former REALTOR®, and the Founder and CEO of The Real Estate Whisperer Financial Education and Coaching. He is also a long-time, honored Adjunct-Professor in the UC Berkeley Personal Financial Planning program, and more recently UC Santa Cruz.

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)