Agent Financials with Courtney Servis

Schedule

Thu Jun 25 2026 at 09:00 am to 03:00 pm

UTC-04:00
Location

Keller Williams Advantage II Realty | Orlando, FL

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You’re a real estate agent and a business owner. Learn to plan income, expenses, and profit with purpose.
About this Event

Description:

You are a real estate agent … and a business owner! Are you looking at your financials through the lens of a business owner? Understand where your money comes from and what happens to your money between the time you receive it and keep it. Become the master of your profit: plan your income and expenses that will fund the life you want to live.

Walk away from this course with these skills:

-Fully utilize the suite of tools KW offers to manage your business

-Control your flow of money

-Understand the difference between business and personal expenses and account for them separately

-Set up your business to protect your money

-Leverage your bank accounts and credit cards to help manage your money

About Courtney:

  • Joined kw in 2016
  • Director of Operations since 2020
  • Top 10 Market Center in Profit Share YTD
  • 350+ agents in MC
  • Working toward KWU Certified: passed Train the Trainer Advanced, Train the Presenter x4

As the Director of Operations & Finance at a top-performing KW franchise, Courtney's passion is helping agents build wealth and achieve their life worth living through their real estate businesses.

Drawing from her experience running one of the most profitable Market Centers in the country, she breaks down high-level financial principles into actionable steps by teaching Agent Financials and Business Planning Clinic.

Today, Courtney coaches agents to master their numbers and build a money making machine that supports their life by design.

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Where is it happening?

Keller Williams Advantage II Realty, 12301 Lake Underhill Road, Orlando, United States

Event Location & Nearby Stays:

Tickets

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