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.

Upcoming Webinars

Financial Steps for Business Planning and Setting-Up Shop
Date: Wednesday, Dec. 11, 2019
Presenter: Lynn Madison

  • Webinar recording will be available on Monday, Dec. 16

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 them thrive and stay in this competitive business, is her passion.

The 199A Qualified Business Income Deduction – What Real Estate Professionals Should Know
Date: Dec. 17, 2019
Presenter: Evan Liddiard

Register now

The Tax Cuts and Jobs Act of 2017 was the biggest overhaul of the U.S. tax law in over 30 years. The Act included many changes affecting individuals and businesses in the real estate industry. Yet the most positive provision for most real estate professionals is also one of the least known and understood – a special new deduction for independent contractors and owners of pass-through businesses such as corporations, limited liability companies, and partnerships.

This webinar will explore the origins of the 199A Qualified Business Income Deduction and how it impacts most real estate professionals. Agents, brokers, real estate developers, and owners of rental property will learn how the new deduction benefits them.

Evan Liddiard

Evan Liddiard, CPA, joined NAR in 2013 after serving for more than 20 years on the staff of Senator Orrin G. Hatch (R-Utah), former chairman of the Finance Committee. Mr. Liddiard was Senator Hatch’s lead advisor on tax policy issues. Evan also has extensive experience working for several CPA firms. Mr. Liddiard received his B.S. in Accounting from the University of Utah and also has graduate degrees from George Washington University and American University, where he is an adjunct professor in the tax program.

Win Your Future: Investing for REALTORS®
Date: January 22, 2020
Presenter: Nick Krautter

Register now

Investing in real estate can offer several advantages over other types of investments, including potentially higher returns, stability, inflation hedging, and diversification. In this webinar presentation, Nick Krautter will cover the following:

  • The benefits of investing for REALTORS® and special tax treatment
  • How to finance your personal investment
  • The differences between residential and commercial properties and loans
  • Learning the metrics used to compare properties
  • Strategies in creating passive income and positive cash flow
  • Understanding depreciation
  • Using your REALTOR® skills to get better deals
  • Additional requirements for brokers when acting as principals regarding disclosure and agency

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.

Funding Your Unexpected Expenses
Date: February 19, 2020
Presenter: Tim Vohar

Register now

The cost of doing business is one of, if not the least, budgeted and under-budgeted items that most REALTORS® don’t take into consideration when developing their business plan. Unexpected expenses are almost never taken into consideration! Why? Because most agents never develop a financial business plan allocating where the dollars will be spent.

This webinar will show you how to add an allocation of funds line to your commission budget so you will always have money available for emergencies and not solely, if at all, have to rely on credit. There is a simple process that you can follow to help keep you on track and we will show you how to do it. Whether it is for unexpected business expenses or emergency car repairs, having money in the bank will keep the stress to a more manageable level.

Tim Vohar

Tim Vohar is a supervising broker for an office of 25 top producing agents in Norfolk, VA, as well as the Director or Education & Training for his firm of over 400 agents. Tim has been licensed for over 20 years and currently trains, educates, coaches, and mentors both experienced and newly licensed agents. He develops and writes training material including CE/PL and Broker Management courses. His real estate passion is ethics and agent empowerment and development.

Archived Webinar Recordings

Taxes and Retirement
Nov. 14, 2019
Presenter: Nicole Cole

Download accompanying slides (PPTX: 7.2 MB)

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.

Succession/Exit Planning for Individuals, Teams & Brokers
Oct. 10, 2019
Presenter: Chris Read

Download accompanying slides (PPTX: 11.4 MB)

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.



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Developing and enhancing 11 competencies that indicate a REALTOR®'s commitment to ethics, advocacy, technology, data privacy, and customer service.