Upcoming Financial Wellness Webinars

January 10, 2024

Business Strategies to Prepare for the Future

• Target Audience: New Agents

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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.

March 20, 2024

How to Leverage Your Business Credit

• Target Audience: Mid-Career Agent

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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.

May 1, 2024

Secure Act 2.0 Update
10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST

• Target Audience: Mid-career Agent

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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:

• Gain a comprehensive understanding of the updated legislation and how it directly impacts your retirement strategy.
• Dive into the latest contribution limits, deadlines, and catch-up rules
• Learn about the valuable small business tax credits that can boost your financial success.
• Engage directly with our presenter to have your specific queries addressed.

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).

July 17, 2024

Case Study Part 2: How My IRA Got a Non-Recourse Loan to Invest in Real Estate

• Target Audience: Seasoned Agent

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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:

• What is a non-recourse loan?
• How a non-recourse loan works.
• Finding a non-recourse IRA lender.
• What are the taxes involved?
• How to get started.                

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.

September 25, 2024

Yes, Estate Planning Can Be Easy
10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST

• Target Audience: Seasoned Agent

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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.

November 20, 2024

Market Update Planning for the Year Ahead
10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST

• Target Audience: Mid-career Agent

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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 & 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.

Please Note

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.

Important Information Regarding Webinar Registration

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:

• Non-necessarily complete, detailed, exact or up to date information
• Under certain circumstances, links to external websites, the content of which we have no influence over and for which we will accept no responsibility
• Clarity of pictures, sound, and information provided in the Webex/Zoom platform or presentation

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.