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Upcoming Financial Wellness Webinars

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.

Upcoming Webinar:

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

Register now

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 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.

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2024 Webinar Calendar

Register for upcoming Financial Wellness webinars in 2024, or pay to view prior ones.

Go to: January | February | March | April | May | June | July | August | September | October | November | December

January 10, 2024

Business Strategies to Prepare for the Future

  • Target Audience: New Agents

Pay to view

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
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.

February Tax Summit 2024

Please visit our Virtual Summits page for more details.

Feb 7: SMART from the Start – Accounting Tax Tips     

Don't be surprised by your first, or next, big tax bill. As a real estate agent, you are a self-employed business owner. In this session, we will bring awareness to the tax and accounting requirements that make up the SMART acronym. Attendees will leave knowing the tools to use to automate common accounting tasks. Attendees will also know how to estimate their tax bill so there are no surprises come tax time.

Feb: 14: 2023/24 Tax Update - REALTOR® Edition      

Don't rely on social media for your news! This session will cover any tax changes for 2023 & 2024 that impact agents. Attendees will learn how to best be prepared for the current tax season. As the year is just beginning, attendees will learn how to make their accounting and taxes a breeze for 2024.

Feb 21: Advanced Tax Strategies for Agents       

It's not what you earn, it's what you keep! With our industry's strong focus on helping agents earn more, this session will focus on helping you keep more. Join us to learn about ways to reduce your largest expense, taxes. Learn how to increase your wealth by automating your accounting, understanding the value of a tax deduction, and the power of proactive tax planning strategies.

Feb 28: Tax Advantages for Agents Investing in Real Estate                   

Have you ever thought of investing in what you know best, real estate? Did you know that there are significant tax advantages reserved just for real estate professionals? Join this session to learn about these tax advantages and how they were amplified by the Tax Cuts and Jobs Act of 2017 (TCJA). Now is the best time to take full advantage of the TCJA as certain benefits will be diminishing each year, for the next few years.

Speaker: Gregory Antipoff

Greg 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.

March 20, 2024

How to Leverage Your Business Credit

  • Target Audience: Mid-Career Agent

Pay to view

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
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.

April 10, 2024

Do I Have the Right Marketing Budget?
10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST

  • Target Audience: New Agent

Pay to view

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

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.

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

Pay to view

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

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).

June 12, 2024

Case Study Part 1: How I Crafted My Real Estate Investment Strategy with an IRA LLC

  • Target Audience: Seasoned Agent

Pay to view

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:

  • When an IRA LLC is beneficial.
  • What is checkbook control?
  • How to set up your IRA LLC.
  • Single member vs. multi member IRA LLC

Speaker: Jason Craig

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.

July 17, 2024

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

  • Target Audience: Seasoned Agent

Pay to view

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

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.

August 7, 14, 21

1031 Exchange Investment Summit

  • Target Audience: Mid-Career Agent

Pay to view

Aug. 7: How a 1031 Exchange Works for Beginners

10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST

The webinar will give the attendee a strong foundation of knowledge regarding IRC §1031 Tax Deferred Exchanges; it will cover all of the basic rules and regulations of IRC §1031 as well as discuss practical applications for 1031 exchanges.

Aug. 14: 1031 Exchange for Advanced Agents

10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST         

This webinar will update you on the most recent changes relating to 1031 exchanges as well as cover advanced issues concerning IRC §1031. If you invest in real estate and/or represent investor clients that engage in §1031 exchanges, this webinar is for you. Solutions for the most challenging transactions will be covered in this webinar.

Aug. 21: Leveraging a 1031 Exchange for Your Clients

10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST                        

This webinar will discuss common misunderstandings surrounding 1031 exchanges as well as  mistakes that are frequently made. The webinar is specifically designed to help real estate agents assist their clients with their 1031 exchanges and to help them avoid those mistakes.

Speaker: Jim Miller

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.

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

Register now

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 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.

October 16, 2024

Choosing the Perfect Business Structure
10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST

  • Target Audience: New Agent

Register now

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: Shahar Plinner

Shahar Plinner

Shahar Plinner is a tax and accounting expert with over 18 years of experience in the field. He is an entrepreneur himself and known as the Tax Guru on the West Coast. Shahar moved from Israel to Seattle 18 years ago and founded, scaled, and sold a leading tax and accounting firm in the Seattle Metro area. Over the years, he served thousands of real estate agents and perfected the S-Corp management process for self-employed professionals.

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

Register now

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
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.

December 11, 2024

Social Security & Financial Considerations When Retiring Overseas
10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST

  • Target Audience: Seasoned Agent

Register now

Have you ever wondered what it looks like when Americans retire overseas? 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. Attendees will learn:

  • The question of whether Social Security will remain solvent (AKA the 900-pound gorilla in the room!).
  • The pros and cons of taking Social Security early versus at full retirement age.
  • Several case studies on how marital status, longevity, and other factors can impact the Social Security claiming decision

Most importantly, we will dicuss whether you may be paying income tax on 0% of your Social Security Benefit or 85% of it.

Speaker: Coming soon!

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.