Beyond the Closing Table: Estate Planning for Realtors

As a Realtor, your relationship with your clients doesn’t end when the keys are handed over. But what happens after the closing table? How can you continue to protect their biggest investment—and position yourself as their ultimate trusted advisor?

You are cordially invited to an exclusive, high-value workshop: Beyond the Closing Table: Estate Planning 101 for Realtors.

This isn't just another seminar—it’s an opportunity to gain critical knowledge that will set you apart in a competitive market. We are thrilled to feature guest speaker Attorney Aashini Shrivastav, Esq., Founder of Cardinal Wills. Aashini will be breaking down the legal essentials every top-producing agent needs to know to guide their clients through life’s major milestones.

Why you can't afford to miss this:

• Expert Education: Learn directly from a premier estate planning attorney about how property ownership, titles, and trusts impact your clients.
• Client Retention: Discover how to facilitate conversations that protect your clients’ wealth, ensuring they come back to you for every future transaction.
• Elevate Your Value: Master the insights needed to become more than just an agent—become an indispensable advisor.

Event Details:

• Date: Wednesday, July 15th
• Location: Our brand-new office in West Ashley!
• Hosted by: Ellen Frazier, Owner of Frazier Lending Group (empowered by Nexa Lending)

Come check out our gorgeous new West Ashley space, network with the area's top professionals, and elevate your real estate game.

Seating is limited at our new location, so registration is mandatory. Secure your spot today!