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Upcoming Financial Wellness Webinars

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 Webinar

October 11, 2023

How to Transfer Or Rollover Your Retirement Account to Invest in Real Estate—Tax-Free

11:00 am PST | 1:00 pm CST | 2:00 pm EST

  • Target Audience: Seasoned Agent

Register now

Tired of the stock market and broker fees draining your retirement savings? Take advantage of your industry expertise to build your own wealth.

Get a jump start on the tax-season. Learn how to move your retirement account—then, use the funds to invest in real estate. Moving your retirement account from one custodian to another is easy and you do not incur taxes or penalties when you do it properly. This is an increasingly popular strategy every REALTOR® should know.

During this event you’ll learn:

  • When to do a transfer or rollover
  • What transactions are reported to the IRS
  • How much can you transfer or save in 2023
  • What are the rules for real estate investments in IRAs?
  • How to get started before the tax deadline

Speaker: Jason Craig, CISP

Jason Craig

Jason Craig is nationally recognized as a business leader in the self-directed IRA industry. He has authored many articles and his thought leadership has been highlighted in publications like the Wall Street Journal, Forbes, RISMedia, and REALTOR® Magazine, among others.

He is president of IRAR Trust Company a leading self-directed IRA custodian empowering real estate agents to build wealth through real estate IRA investments. Jason has over 25 years of experience in the financial services and is a Certified IRA Services Professional (CISP). He has presented to hundreds of real estate agents and their clients and is a real estate IRA investor himself. He is a member of Forbes Financial Council and an advocate for self-directed IRAs.

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2023 Webinar Calendar

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

Go to: January | February | March | April | May | June | July | August | September | October | November | December

January 11, 2023

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. 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.

February Summit 2023

Please visit our Virtual Summits page.

  • Target Audience: New Agent

March 22, 2023

Credit Management & Awareness

  • Target Audience: Mid-Career Agent

Pay to view

Nic and Brian highlight the must to-do’s when it comes to building and maintaining your credit standing. What affects your credit number, what to tackle first when raising your score, and how to leverage your credit to your advantage. They will also relate this info to buying a home, car, etc.

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. 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.

April 12, 2023

Saving Plans to Fund Your Child's Education

  • Target Audience: Mid-Career Agent

Pay to view

What a great accomplishment seeing your child in their gown or watching their joy while throwing their hat in the air. In those moments, we may forget that we still have a pending college account to pay, often for many years. Understandably, sometimes life happens, and we cannot afford to save for this important journey of our child; or it is possible that we do not invest time in considering tools to save for these years.

While the increasing cost of education may sound like a ticket hard to save for, good college savings beat the anxiety and stress that significant amounts of student debt bring along.

Join us to learn about good to best savings plans you can choose from to help pay for your child’s college education. You want to select plans that help your savings work hard for you while also providing tax advantages to your bottom line. Plus, some programs allow you to name a second child as the beneficiary in case the original beneficiary did not need these savings.

Speaker: Rosario Chacon CFP®, 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 3, 2023

3 Key Strategies to Creating A Steady Income Stream During Retirement

  • Target Audience: Seasoned Agent

Pay to view

REALTORS® are in an excellent position to build a steady income stream during retirement investing in real estate—tax-free. No one likes the thought of running out of money in retirement, but with the unpredictability of the stock market it’s hard not to be worried.

An IRA is a powerful retirement investment tool, but a self-directed IRA provides you with an additional ability to grow your retirement dollars with investments you understand. That’s because real estate is an allowed investment in self-directed IRAs. These assets can be single family rentals, commercial property, and much more.

Discover the three key strategies to use this powerful investment tool to secure your future.

During this online webinar you’ll learn:

  • How to choose the right self-directed IRA
  • What type of fees are associated with SDIRAs
  • How the process of real estate investing works

Speaker: Jason Craig, CISP

Jason Craig

Jason Craig is nationally recognized as a business leader in the self-directed IRA industry. He has authored many articles and his thought leadership has been highlighted in publications like the Wall Street Journal, Forbes, RISMedia, and REALTOR® Magazine, among others.

He is president of IRAR Trust Company a leading self-directed IRA custodian empowering real estate agents to build wealth through real estate IRA investments. Jason has over 25 years of experience in the financial services and is a Certified IRA Services Professional (CISP). He has presented to hundreds of real estate agents and their clients and is a real estate IRA investor himself. He is a member of Forbes Financial Council and an advocate for self-directed IRAs.

June Summit, 2023

Please visit our Virtual Summits page.

  • Target Audience: New Agent

July 26, 2023

Complimentary Session:

This Is Your Life. Protect What You've Built, Care for Those You Love.

  • Target Audience: Seasoned Agent

Free Recording

Being on a sound financial footing isn't just about investing or saving today. It's also about protecting what you've built, and those you love, for years to come. As an NAR member you have access to curated life insurance coverage, built just for NAR members*. This webinar will help you understand how to access your options and how to apply for coverage easily and quickly (hint: it's not as expensive or complicated as you might think). We look forward to answering your questions as we dispel the myths about this essential financial tool. 

Offer: Learn how to apply for up to $500k in life insurance within minutes, with no medical exam.

*For more information visit REALTORS® Group Life Insurance.

Speaker: Paula Colling, Key Account Manager

Paula Colling

Paula joined SASid as a Key Account Manager for NAR and REALTORS® Insurance Place in 2017. Prior to this, she managed teams dedicated to customer service and marketing in insurance and financial services. She created and executed strategies designed to educate and engage, connecting people to the benefits solutions that best suit their needs and those of their families. She continues to assist in making these connections for NAR members, and is passionate about members’ business, personal and financial success. Paula is a graduate of Loyola Marymount University with degrees in Art History and Theology.

August 23, 2023

Why Transitioning to an S-Corp Can Help Your Business

  • Target Audience: Mid-Career Agent

Pay to view

Tired of overpaying self-employment taxes and feeling stuck in the wrong business structure? Join our webinar to dive deep into the benefits of S-Corps for real estate agents. Led by Shahar Plinner, Founder and CEO of Formations, this webinar provides the knowledge and tools to make informed decisions about your business structure. You’ll learn what S-Corps are, how they work, and the suite of benefits they offer to maximize your tax savings and keep more of your hard-earned money. And don't worry, this won't be a boring lecture. We promise a fun, engaging, and interactive session. Walk away with actionable insights to immediately drive results for your real estate business. Don't miss this opportunity to unlock massive tax savings and optimize your business structure. Register now and take your real estate business to the next level with the power of S-Corps.

Speaker: Shahar Plinner, tax expert, CEO, and Senior Account Executive

Shahar Plinner

Shahar Plinner is a tax and accounting expert with over 20 years of experience in the field. He is an entrepreneur himself and known as The Tax Guru on the West Coast. Shahar moved from Israel to Seattle 18 years ago and founded, scaled, and sold a leading tax and accounting firm in the Seattle Metro area. Over the years, he served thousands of real estate agents and perfected the S-Corp management process for self-employed professionals.

September 20, 2023

The Importance of E&O: Best Practices & Emerging Risks for REALTORS®

  • Target Audience: Managing Brokers

Pay to view

The presentation will center on how E&O insurance protects both your business and personal assets by highlighting examples of real life claims scenarios encountered by REALTORS®. The webinar will detail best practices for REALTORS® during the performance of professional services to avoid claims and touch on emerging liability risks in the real estate market.

Speaker: Zach Vollmer, RPLU+, Real Estate Leader - Victor Insurance Managers

Zach Vollmer

Zach is the Global Transformation Project Leader for Victor and is responsible for leading growth strategies across operating companies and geographies. Zach continues to lead the U.S. real estate practice and is responsible for management of the underwriting team and portfolio performance.

October 11, 2023

How to Transfer Or Rollover Your Retirement Account to Invest in Real Estate—Tax-Free

11:00 am PST | 1:00 pm CST | 2:00 pm EST

  • Target Audience: Seasoned Agent

Register now

Tired of the stock market and broker fees draining your retirement savings? Take advantage of your industry expertise to build your own wealth.

Get a jump start on the tax-season. Learn how to move your retirement account—then, use the funds to invest in real estate. Moving your retirement account from one custodian to another is easy and you do not incur taxes or penalties when you do it properly. This is an increasingly popular strategy every REALTOR® should know.

During this event you’ll learn:

  • When to do a transfer or rollover
  • What transactions are reported to the IRS
  • How much can you transfer or save in 2023
  • What are the rules for real estate investments in IRAs?
  • How to get started before the tax deadline

Speaker: Jason Craig, CISP

Jason Craig

Jason Craig is nationally recognized as a business leader in the self-directed IRA industry. He has authored many articles and his thought leadership has been highlighted in publications like the Wall Street Journal, Forbes, RISMedia, and REALTOR® Magazine, among others.

He is president of IRAR Trust Company a leading self-directed IRA custodian empowering real estate agents to build wealth through real estate IRA investments. Jason has over 25 years of experience in the financial services and is a Certified IRA Services Professional (CISP). He has presented to hundreds of real estate agents and their clients and is a real estate IRA investor himself. He is a member of Forbes Financial Council and an advocate for self-directed IRAs.

November 8, 2023

Financial Considerations for Rental and Investment Properties

11:00 am PST | 1:00 pm CST | 2:00 pm EST

  • Target Audience: Mid-Career Agent

Register now

Real estate investing can help you achieve financial independence. As REALTORS®, we have several advantages in the real estate market, from our inside knowledge of the forces and trends that dictate our local markets, to resources like private financing and discounts. Being a REALTOR® also carries with it the weight of extra accountability. As REALTORS®, we must be thorough in our disclosures and careful to assess the properties in which we choose to invest.

Speaker: Nick Krautter

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.

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

Register now

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

Brian Wiley
Nic Daniels

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.

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.