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. Upcoming and archived webinars are listed below.

Upcoming Webinars

Funding Your Unexpected Expenses

February Webinar

Date: February 19, 2020 at 1 p.m. CT
Presenter: Tim Vohar

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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.

View Tim Vohar's bio

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.

REALTORS® and The Tax Cuts & Jobs Act

CFFW Webinar March 2020

Date: March 23, 2020 at 1 p.m. CT
Presenter: Ryan Losi

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This financial source webinar will cover how many REALTORS® enter the market as a sole proprietorship, which is a valid form of business. In doing so, it is very important to develop an understanding of how to transact business in an effective but cost-efficient manner. The earlier you recognize and address how to transact your business as a business, the sooner your business will benefit. In addition, this webinar will highlight and incorporate how certain newly enacted tax provisions of the Tax Cuts & Jobs Act can be used by REALTORS® to increase both their net-after-tax business income and investment income.

View Ryan Losi's bio

Ryan Losi

Ryan Losi is Executive Vice President for PIASCIK, a boutique tax and financial planning CPA firm headquartered in Richmond, Virginia. Ryan leads the firm’s real estate and international tax practice. Ryan is widely considered as a thought leader on taxation topics such as international business, real estate, manufacturing and healthcare. He has presented at numerous organizations and universities, including U.S. Export-Import Bank, Virginia Conference on World Trade, South Carolina International Trade Conference, Council for International Tax Executives, Medical Society of Virginia, James Madison University, Virginia Commonwealth University, Virginia State Bar, Virginia Economic Development Partnership and many others. Within the community, Ryan has served or currently serves as an adjunct professor for the Executive MBA program at Virginia Commonwealth University, Chairman of the VSCPA Tax Committee, President, Treasurer, and/or Board Member to the Virginia International Business Council, Society of International Business Fellows and Virginia Biosciences Development Center. He is a member of the American Institute of Certified Public Accountants, PrimeGlobal and the Virginia Society of Certified Public Accountants.

The Golden Handoff

CFFW Webinar April 2020

Date: April 29, 2020 at 1 p.m. CT
Presenter: Nick Krautter

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Want to retire from real estate? Want to maintain an income stream and ensure your clients are well cared for? When most agents retire they don’t get anything from the effort and time they’ve put into their business. You might refer a client or two to a peer but the problem is there is no continued pro-active marketing.

The Golden Handoff is the process of finding a great Adopting Agent who will take over the task of taking care of your clients and make sure you get the most benefit from all the work you’ve put into your business.

For the Adopting Agents, the Golden Handoff is the easiest way to exponentially grow your business by referral when you take over entire client databases from retiring agents.

View Nick Krautter's bio

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.


Archived Webinars

Taxes & Retirement Webinar

Helps you to understand, consider, and explain tax consequences of various strategies in retirement.

Succession Exit Planning Webinar

Succession planning is an important business practice for brokerages, teams, and even individual agents.

That's Who We R

The campaign ads rally consumers to "Look for the R" for reassurance, resources, and reliable guidance on their path to property ownership.