Attention real estate agents!
Realtors play a unique role in their client’s future by advocating for their buyers to get into the house of their dreams and positioning their sellers to maximize the sale of an existing property. On either side, the transaction itself has a significant impact on the net worth for those clientele. Often times, however, realtors need careful planning themselves to make sure they are saving, investing and ensuring that their financial house is in order to carry on their professional career in real estate.
In this presentation, our focus will be on the following topics that aim to help realtors and real estate professionals serve their clients and increase their own probability of success:
1. Cash Flow Management – Business cash flow (including Profit and Loss statements, planning for tax payments) and Personal cash flow management to maintain a healthy monthly budget.
2. Business Structure – Structuring your business in a way that builds protection from liability while also mitigating taxes on earnings.
3. Wealth Building – Agents can save and invest in several investment vehicles. This presentation will go through those options and identify which one may be most appropriate for your individual circumstances.
Please consider joining us for a live presentation to learn how you can build your financial future.
About the presenter:
Kerry holds a Bachelor’s Degree in Business from the University of Colorado at Colorado Springs. He has been in the financial services industry since June 2011 and has been advising and building financial plans for clients since 2017. Kerry obtained his CFP® certification in 2020. He brings a high level of professionalism to building sound financial plans for clients and enjoys helping them work to achieve their goals.
Any topics discussed in this presentation are for informational purposes only and not intended as a recommendation. Each investor’s circumstances are different, and a full review of your situation is necessary for a recommendation. Please consult the appropriate professional for your circumstances to discuss your situation further.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment vehicles are not guaranteed by any federal agency, not a deposit, may go down in value, and are not FDIC insured.
email@example.com | P: (719) 357-7189 | F: (719) 358-6089
For more information on this class, contact:
Rebecca Seedorf, REALTOR® at EXP Realty at 720-618-0334 or