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 career stage or level of financial planning, these webinars are helpful and informative to all members. Upcoming webinars are listed below.

Succession/Exit Planning for Individuals, Teams & Brokers

Date: Thursday, Oct. 10, 2019, 1 p.m. CT
Presenter: Chris Read

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Succession planning is an important business practice for brokerages, teams, and even individual agents. Whether it is an emergency plan or an exit strategy, careful planning will go a long way toward protecting assets, avoiding disruptions, servicing current and future clients, and providing financial stability for retirement, business colleagues and heirs. Join us for a discussion of issues, resources, tips, and strategies to protect and transition the business you have fostered and are still building.

Chris Read

Chris Read, CRB, CRS, GRI, ABRM, SRS, SFR, SRES, CIPS, BPOR, C-RETS, is CEO of CR Strategies LLC. The company is designed to assist Real Estate Licensees, Teams, Managing Brokers, Owners and Associations by strategically pursuing growth and profitability for “success on purpose.” Chris has 40 years of experience in real estate sales, management, operations and professional development training. She is the Managing Broker/Owner for CR REALTOR®, is a licensed Instructor and has authored countless courses and education resources.

Taxes and Retirement

Date: Thursday, Nov. 14, 2019, 1 p.m. CT
Presenter: Nicole Cole

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Retirement income planning is key to having a financially successful retirement – whether you are partly or fully retired. What’s more important than performance – staving off transfers of your retirement wealth? One of the largest transfers of retirement wealth is taxes. This workshop helps you to understand, consider and explains tax consequences of various strategies in retirement. Participants will learn about the impact of taxes to your future incomes, highlights risks specific to retirement, and discusses strategies to prepare to have a successful retirement income plan. We will discuss tax management strategies to inform retirement planning decisions and identify planning opportunities and areas of concern for the current and future period. No specific tax advice will be provided.

Nicole Cole

Nicole Cole, Wealth Advisor, believes financial planning is about spending less time worrying about your finances and more time enjoying priceless moments. She uses a comprehensive, goals-oriented approach to help clients plan for their financial future. Nicole’s professional registrations held with LPL Financial include the FINRA Series 7 and 6 Investment Company and Variable Contracts Products Representative and the Series 63 Uniform Securities Agent. The Series 65 registration is held with Colonial River Investments LLC. She also holds Life, Health, and Variable Annuity licenses with the state of Virginia, D.C., MD, NC, and FL.

Financial Steps for Business Planning and Setting-Up Shop

Date: Wednesday, Dec. 11, 2019, 1 p.m. CT
Presenter: Lynn Madison

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This is the perfect time to look at 2020 with a plan. Geared towards new agents (but beneficial for all agents) this session focuses on setting up your business plan and goals to have a profitable year. We’ll look at not only planning financially for the year – but planning long term to ensure your future.

Lynn Madison

Lynn has been a managing broker, President of her 18,000 member association in 2016, and is currently Secretary of the Chicagoland MLS, MRED, and a trainer. Lynn conducts the new-agent training for her association and is the author of the 45-hour post licensing course for Illinois. Her involvement with getting new agents up and running and helping they thrive and stay in this competitive business is her passion.