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.
The new year is just around the corner! If you missed out on ways to maximize your tax deductions for 2024, don’t fret. Let’s focus on what you can do in 2025 to ensure that you stay as efficient as possible. The end of each year is a good time to fund accounts, engage in tax-loss harvesting, and set your new financial goals. Brian Wiley and Jeremiah Bates will provide 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 markets, and how it all affects your investment portfolio.
Join us for an informative webinar on optimizing your Social Security retirement benefits for when it's time for you to transition from employment to retirement. Social Security is a complicated topic, and without the right guidance, you can end up with unintended consequences. We will cover essential topics such as eligibility requirements, the importance of understanding Full Retirement Age (FRA) and its impact on benefits, financial considerations when retiring overseas, and the calculation of benefits using your highest-earning years. The session will discuss the pros and cons of claiming benefits early versus delaying, the taxation of benefits, cost-of-living adjustments (COLA), and how earnings before FRA can influence your payments. Additionally, we will explore spousal and survivor benefits and the potential impact on your Medicare eligibility. This webinar will review strategies to optimize your Social Security benefits and provide a useful overview of how Social Security works and how to optimize this benefit in tandem with other sources of retirement income.
[accordion collapsed]Brian Wiley , Jeremiah Bates, and Alexandra Lundgren are fiduciary-only Financial Advisors with Tree City Advisors of Apollon, an advisory firm in Boise, Idaho. The team provides custom-tailored retirement advice, financial planning, and business strategies to their clients. On top of their day-to-day business, they are parts of The Real Money Pros, an education-based website, podcast, and nationally syndicated radio show that airs every Saturday.
In this seminar, Jeremiah and Brian will cover essential aspects of financial success for REALTORS®. They'll start by giving advice on how to set up your business for maximum tax efficiency and help you discern the specific benefits of different business structures. Their tailored financial planning strategies address retirement and other financial goals, especially for those with variable incomes. In the world of finance, there are plenty of investment and savings accounts to choose from, but not all of them will be right for you. Plus, the team will equip you to adapt to economic and legislative changes, providing insights on navigating market downturns and evolving tax legislation for optimal financial outcomes. Additionally, they'll share some of their go-to financial tools and planning strategies, offering practical approaches to streamline your financial planning process.
Speakers: Brian Wiley & Jerimiah Bates
Brian Wiley and Jeremiah Bates are fiduciary-only Financial Advisors with Tree City Advisors of Apollon, an advisory firm in Boise, Idaho. Brian and Jeremiah provide custom-tailored retirement advice, financial planning, and business strategies to their clients. On top of their day-to-day business, they are parts of The Real Money Pros, an education-based website, podcast, and nationally syndicated radio show that airs every Saturday.
4.5/5
4.8/5
"I have been looking for this type of advice and finally found it! Thank you!"
"It was expectational and very informative. Thank you so much for the wealth of information! Peace and much love."
"This was great as a high-level overview; provided insightful nuggets."
Please visit our Virtual Summits page for more details.
Speaker: Gregory Antipoff
Greg Antipoff is a certified public accountant (CPA) and a real estate tax strategist. He is affectionately known as The Real Estate Accountant, dedicated to helping real estate agents keep more of what they earn. Greg achieves this by walking agents through his signature “Financial EKG: Earn, Keep, Grow” framework. With so much emphasis already being placed on how agents can “Earn” more, he chooses to focus on helping agents “Keep” and “Grow” what they earn. Greg’s knack for making tax and accounting topics easy to understand and humorous leaves agents educated, entertained and ready to take action.
4.7/5
4.9/5
"Huge difference in content compared to other tax classes I have joined. Your content was easily digestible and to the point. It was organized very well and you had a wonderful moderator!"
"This was one of the best and most helpful webinars I have been part of. I attended all 4 sessions and this was more than worth the $50. Greg Antipoff is very knowledgeable and explains in terms that make sense."
-D. Beran
Improper use of credit can financially devastate an individual or their business. However, when used in a properly strategic manner, you can effectively expand your company’s growth and/or increase your personal wealth within real estate. Financial advisors, Brian Wiley and Jeremiah Bates, explain the best ways realtors and business owners can obtain credit. They highlight the advantages and disadvantages of gaining capital from different kinds of lenders, such as traditional banks, asset-based lenders, SBA loans, and more. If you’re wanting to scale your business in a timely manner, understanding all things credit is essential.
Speakers: Brian Wiley & Jerimiah Bates
Brian Wiley and Jeremiah Bates are fiduciary-only Financial Advisors with Tree City Advisors of Apollon, an advisory firm in Boise, Idaho. Brian and Jeremiah provide custom-tailored retirement advice, financial planning, and business strategies to their clients. On top of their day-to-day business, they are parts of The Real Money Pros, an education-based website, podcast, and nationally syndicated radio show that airs every Saturday.
3.6/5
4/5
"Real people with real life experience in the business credit world, very useful information."
"Great information. looking forward to the recording so I can listen to it again! Thank you for providing us with great presenters!!"
Are you hitting your sales goals but still feeling confused, anxious, or broke? Join this webinar to discover if your marketing spend is the problem. Led by Quinn Driscoll, money management expert and educator for real estate agents, this webinar provides a step-by-step framework to help you discover why it feels like your money is going out of your business faster than it’s coming in! In this interactive and engaging presentation, you will develop your marketing budget in real time and walk away with an action plan you can implement immediately. You’ll learn the five areas of money management that need to be aligned for financial success in your business, the three step process any solo agent can use to determine if your marketing spend is the problem, and how to choose the right marketing budget to set yourself up for all-around success with your money. If you’re ready to ditch the “throw spaghetti at the wall” strategy, don’t miss this opportunity to get a system that works.
Speaker: Quinn Driscoll
Quinn Driscoll, CPA/ABV, designs money management systems for successful real estate agents, teams and offices. She is a fellow business owner and founder of The Value Gal. Quinn has been helping business owners solve money problems since 2010: first as a sought-after financial expert witness and now as an educator and money manager for commission-based businesses. She often surprises people who expect a “normal accountant” because she is friendly, practical, and a great explainer.
4.6/5
4.9/5
"The course material is relevant to all Real Estate agents and brokers and the instructor is engaging and knowledgeable. I felt this course was an excellent use of my time today."
"I loved the speaker and the materials provided. I felt like the information was relevant and simple to understand. The CLEAR method for managing finances isn't something I had heard of. It's a great approach."
Join us for an insightful webinar delving into the comprehensive implications of The Secure Act 2.0. This dynamic session is designed to provide you with a deep understanding of the latest changes in retirement and tax legislation, equipping you with the knowledge to make informed financial decisions.
Here are some of the key highlights you don't want to miss:
Don't miss out on this enlightening webinar—reserve your spot now to guarantee your seat!
Speaker: John Paul Ruiz
John Paul Ruiz has spent more than 30 years as a consultant and trainer in the retirement and financial services industry. With his comprehensive knowledge of investments in alternative assets, his consulting and training expertise is sought after professionals in the real estate and self-directed IRA market.
Ruiz has become well-known in the industry for his ability to help individuals understand how to create selling opportunities by using self-directed IRAs. He has taught hundreds of courses across the country to different audiences; these include investors, REALTORS®, financial professionals, and IRA industry employees.
Ruiz earned the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals & Actuaries (ASPPA) and holds a Certified IRA Service Professional (CISP) certification through the American Bankers Association’s Institute of Certified Bankers (ICB).
4.2/5
4.9/5
"JP Ruiz is a very knowledgeable and great speaker on this topic and every realtor member needs to hear it and use this benefit and self-direct retirement plans into investment REAL ESTATE."
-P. TECSON
"As a former banker, I appreciate JP's comprehensive explanations for this complicated subject in just one hour!"
-A. Shiratori
"Beneficial presentation to help me personally and my business with the knowledge gained from this topic."
-J. Watts
Get ready to embark on a journey to financial success with an IRA LLC! Learn the crucial factors that determine when an IRA LLC becomes a game-changer for your real estate investments. Discover the circumstances under which this strategy is most beneficial and how it can supercharge your retirement savings. In this educational session, our expert speaker will walk you through the process of setting up your IRA LLC, drawing from personal experience. You'll discover how to leverage this powerful strategy to build your real estate retirement portfolio to secure your financial future, and achieve your wealth-building retirement goals.
In this educational session, our expert speaker will walk you through the process of setting up your IRA LLC, drawing from personal experience. You'll discover how to leverage this powerful strategy to build your real estate retirement portfolio to secure your financial future, and achieve your wealth-building retirement goals.
Key highlights of this webinar include:
Speaker: 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.com magazine among others.
Jason Craig 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.
4.9/5
5/5
"I have been wanting to learn about IRA LLCs for a long time--and today's webinar was the perfect start. Looking forward to diving deeper with part 2."
-M. Senn
"An absolute must take course. So informative and not a moment wasted!"
-S. Martins
"Excellent, just excellent. Brittany is an amazing moderator, and Jason gave the presentation and answered the questions with absolute clarity. Love this class. THANK YOU NAR for putting these classes together!!"
-M. Zhang
Did you know that it's possible for your IRA to secure a loan for real estate investments? The best part is that your credit remains untouched while your retirement funds work hard for you in the real estate market!
Learn from Jason Craig's firsthand experience as he shares the secrets behind successfully obtaining a loan for his IRA. This strategy allowed him to purchase a rental property, which later rewarded him with an impressive 58.8% ROI.
Join Jason and delve into the details of the process. Through his real-life case study, you'll gain valuable insights and practical knowledge to build your own real estate money machine.
Here's what you will learn:
Speaker: 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.com magazine among others.
Jason Craig 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 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.
4.9/5
5/5
"The webinars provided have been incredibly helpful to me during my first year as a realtor. I am grateful for The education I am gaining and can't wait to sign up for more! Thank you for making them available and comprehensive."
-M. Gutierrez
"Great info!!"
-L. Cole
"Well worth the time to receive this info."
-S.H.
Speaker: Jim Miller
Jim Miller is an Executive Vice President and General Counsel for Investment Property Exchange Services, Inc. (“IPX1031®”), a full-service exchange facilitator for all types of §1031 tax deferred exchanges. IPX1031® is a subsidiary of Fidelity National Financial, Inc., a publicly traded company which owns seven large title insurance companies. Prior to joining IPX1031®, Jim practiced law for fourteen years and represented buyers, sellers, homebuilders and developers in commercial and residential real estate transactions ranging from multi-million-dollar shopping centers to single-family homes. He can be reached at james.miller@ipx1031.com.
The States of Alabama, Arizona, Arkansas, Colorado, Idaho, Kansas, Nevada, New Mexico, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, and Washington have certified Jim to teach continuing education classes to their real estate licensees. He is also a LandU education instructor for the REALTORS® Land Institute as well as a frequent lecturer to attorneys, CPAs, financial planners, real estate brokers and agents about §1031 exchanges.
Jim received a Bachelor of Arts degree, magna cum laude, from The Pennsylvania State University and a Juris Doctorate from the Villanova University School of Law. He is a member of the Bar of the State of New York and a registered In-House Counsel in the State of Arizona.
This virtual summit will not focus on international exchanges. U.S. property can only be exchanged for U.S. property. Accordingly, if you’re inquiring about selling U.S. property and buying out of the country (or selling foreign property and buying U.S. property) that is not permitted.
4.7/5
4.8/5
"Best 1031 exchange course I have taken! Very knowledgeable and articulate presenter. excellent slide show with detailed examples supporting the material covered. Definitely recommend to all real estate agents."
-J. Atallah
"Fantastic to have this information presented in such a clear and succinct manner. Chock full of eye-opening content that'll be so useful for my clients."
-S. Simmons
"The best and most informative presentation on 1031 Exchanges that I have ever attended. The examples are easy to understand and repetition of concepts assists in learning. Mr. Miller is an expert in this topic and it is well worth any opportunity to attend his sessions."
-D. Curry
Take back control of your financial future. The webinar consists of three parts; a story to motivate the viewer to create an estate plan, a 10,000 foot view about estate planning to educate the viewer, and tips and tricks to help the viewer successfully complete their estate plan and finally check it off their to-do list. Plus a few professional tips for clients.
Speaker: Theresa Clancy
Theresa makes estate planning easy, efficient, and effective so you can check it off the to do list. She has been practicing estate planning in Oak Park, Ill., since 2019. Prior to her current role, Theresa was an Assistant State's Attorney in the Cook County State's Attorney's Office. Theresa received her J.D. from Loyola University of Chicago School of Law and B.A. from the University of St. Thomas. She also attended Loyola University Rome Center. She is married with four adult children and a big fan of the Barefoot Contessa cookbooks.
4.8/5
4.9/5
"Theresa's personal back story put topic front and center. We rushed to do a Trust after I had an unexpected heart event. They are ALWAYS unexpected! I appreciated how Theresa took the time to answer EVERYONE'S questions which was great. Very clear and timely presentation."
-A. Newby
Are you confused by the numerous options for different business structures and their implications? Not sure which is right for you? We’ve got you covered. Discover everything you need to know about selecting the ideal business structure for your self-employed venture in this webinar. Join our experts as they unravel the complexities and provide expert guidance on sole proprietorship, partnership, LLC, and corporation structures. Gain clarity on liability protection, taxation, and flexibility, and finally, get the answers you’ve been looking for.
Speaker: Isaac Andresky
Over the last four years, Isaac Andresky has worked closely with thousands of self-employed real estate agents to help them achieve financial clarity and success. With extensive experience educating on tax strategies, Isaac brings a wealth of knowledge and a hands-on approach to guiding agents through the complexities of managing their finances as independent professionals. His dedication to empowering others, combined with his expertise, has made him a trusted resource for agents looking to build a stronger financial foundation for their future.
After spending four years to get 200 clients, Nick Krautter added 2,000 more clients—not leads—in the next four years. Learn the simple Golden Handoff process that can help you double your client list, without buying leads.
Client relationships are worth a fortune in the real estate business. But when agents retire, most of those fortunes are simply lost—until now. The Golden Handoff solves this problem for real estate agents.
Do you want to grow your business? The Golden Handoff has a simple and proven plan to exponentially grow your business by adopting hundreds of clients from agents when they retire.
Speaker: Nick Krautter
Nick Krautter is the author of The Golden Handoff: How to Buy and Sell a Real Estate Agent's Business. Krautter has been a top broker since 2006 and also used The Golden Handoff to sell his residential business in 2022. The book is often found in the top 20 real estate books since its publication in 2015. Krautter has spoken at multiple national and regional conventions for major brokerages and associations. Nick is an avid golfer, writer, reader, talker and still gets up early, excited about what each day holds.
4.5/5
4.8/5
"This session gave a great overview of benefits and drawbacks of forming various corporation types. The instructor gave incredible insight to how some agents have utilized tax benefits across different formation types. I would highly recommend this webinar to new agents and to seasoned agents looking to maximize business opportunities."
-A. Almodova
"Very relevant topic as many agents are looking for help in this area and transitioning to retirement."
"Thanks it was a helpful way to get some ideas on growing my future client base."
The new year is just around the corner! If you missed out on ways to maximize your tax deductions for 2024, don’t fret. Let’s focus on what you can do in 2025 to ensure that you stay as efficient as possible. The end of each year is a good time to fund accounts, engage in tax-loss harvesting, and set your new financial goals. Brian Wiley and Jeremiah Bates will provide 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 markets, and how it all affects your investment portfolio.
Speakers: Brian Wiley & Jeremiah Bates
Brian Wiley and Jeremiah Bates are fiduciary-only financial advisors with Tree City Advisors of Apollon, an advisory firm in Boise, Idaho. Brian and Jeremiah provide custom-tailored retirement advice, financial planning, and business strategies to their clients. On top of their day-to-day business, they are parts of The Real Money Pros, an education-based website, podcast, and nationally syndicated radio show that airs every Saturday.
Join us for an informative webinar on optimizing your Social Security retirement benefits for when it's time for you to transition from employment to retirement. Social Security is a complicated topic, and without the right guidance, you can end up with unintended consequences. We will cover essential topics such as eligibility requirements, the importance of understanding Full Retirement Age (FRA) and its impact on benefits, financial considerations when retiring overseas, and the calculation of benefits using your highest-earning years. The session will discuss the pros and cons of claiming benefits early versus delaying, the taxation of benefits, cost-of-living adjustments (COLA), and how earnings before FRA can influence your payments. Additionally, we will explore spousal and survivor benefits and the potential impact on your Medicare eligibility. This webinar will review strategies to optimize your Social Security benefits and provide a useful overview of how Social Security works and how to optimize this benefit in tandem with other sources of retirement income.
Speakers: Brian Wiley & Jeremiah Bates
Brian Wiley and Jeremiah Bates are fiduciary-only financial advisors with Tree City Advisors of Apollon, an advisory firm in Boise, Idaho. Brian and Jeremiah provide custom-tailored retirement advice, financial planning, and business strategies to their clients. On top of their day-to-day business, they are parts of The Real Money Pros, an education-based website, podcast, and nationally syndicated radio show that airs every Saturday.
NAR's Center for REALTOR® Financial Wellness is a resource designed exclusively for our members. The information provided is for informational purposes only, and is not intended to provide, and should not be relied on for, personalized financial, investment, tax, legal, or accounting advice. You should consult with your own financial, investment, tax, legal, and accounting advisors for recommendations.
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:
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.
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