Building a Legacy: Estate Planning for Real Estate Professionals

Schedule

Thu Oct 02 2025 at 11:00 am to 12:00 pm

UTC-05:00

Location

13145 Spring Cypress Rd | Cypress, TX

Advertisement
Master wills, trusts, taxes, and more to protect your assets and future!
About this Event

Class IN PERSON ONLY - 13145 Spring Cypress Rd Bldg. 2, Cypress, TX 77429
As a real estate professional, you help clients build wealth through property ownership—but are you securing your own financial legacy? This class dives into essential estate planning concepts tailored for real estate agents, ensuring that your business, assets, and loved ones are protected for generations to come.


You'll gain a clear understanding of what estate planning is—and what it is not—while exploring key components such as taxation, wills, powers of attorney, and living wills. We'll discuss the probate process, the advantages of trusts, and how to strategically utilize life insurance and annuities in your financial planning.


By the end of this session, you'll be equipped with the knowledge to make informed decisions about your estate, minimize tax liabilities, and ensure that your hard-earned real estate wealth becomes a lasting legacy. Whether you're planning for retirement or preparing for unexpected circumstances, this class is designed to help you take control of your financial future.


Estate Planning Concepts For Real Estate Agents- 1 Hr CE / TREC Course #49273

Instructed by: Chris Wooldridge
Financial Advisor I Registered Representative
Western & Southern Financial Group
1616 S Voss Rd, #500, Houston TX 77057
832-623-4268
[email protected]
W&S Brokerage Services Registered Representative #06555 / Insurance License #2958061

Lunch Sponsor: Kaye McGill, Great American Title
Business Development Manager
[email protected]
281.598.4700, office
713.614.4557, cell

Advertisement

Where is it happening?

13145 Spring Cypress Rd, 13145 Spring Cypress Road, Cypress, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

RE\/MAX Universal

Host or Publisher RE/MAX Universal

It's more fun with friends. Share with friends

Discover More Events in Cypress

Summer's Sea Ray Texoma Flotilla
Sat, 04 Oct at 01:00 pm Summer's Sea Ray Texoma Flotilla

Lake Texoma

Live Music at Brew30 Taphouse
Sat, 04 Oct at 06:30 pm Live Music at Brew30 Taphouse

Brew30 Taphouse- 15914 Telge Rd, Cypress, TX 77429

MUSIC LIVE-MUSIC
Cypress Woods HS Choir Inaugural Mattress Fundraiser
Sun, 05 Oct at 10:00 am Cypress Woods HS Choir Inaugural Mattress Fundraiser

Cypress Woods High School

MUSIC ENTERTAINMENT
24th Annual Golf Tournament
Thu, 09 Oct at 07:00 am 24th Annual Golf Tournament

BlackHorse Golf Club

SPORTS GOLF
NEXT LEVEL MONTHLY BUSINESS NETWORKING MEETING - NIA  TOWNE LAKE GROUP
Wed, 15 Jan at 04:00 pm NEXT LEVEL MONTHLY BUSINESS NETWORKING MEETING - NIA TOWNE LAKE GROUP

Saltgrass Steak House

BUSINESS
Cypress, TX Location 1 Coffee & Connections Event
Tue, 12 Aug at 10:00 am Cypress, TX Location 1 Coffee & Connections Event

Cronos Cafe & Collectables

BUSINESS
Cypress, TX Location 2 Coffee and Connections Event
Tue, 12 Aug at 10:00 am Cypress, TX Location 2 Coffee and Connections Event

AR Workshop Cypress

BUSINESS
NU HOUSE 8\/13 Cypress Women's 'Sorority' Networking Group (IN PERSON)
Wed, 13 Aug at 10:00 am NU HOUSE 8/13 Cypress Women's 'Sorority' Networking Group (IN PERSON)

The Toasted Yolk Cafe (Cypress)

Cypress Connectors LEAD Chapter Meeting
Wed, 13 Aug at 11:30 am Cypress Connectors LEAD Chapter Meeting

The Toasted Yolk Cafe (Cypress)

MEETUPS WORKSHOPS
Realtor Lifestyle Headshot Event
Thu, 14 Aug at 11:00 am Realtor Lifestyle Headshot Event

TriPoint Homes- 10707 Monarch Butterfly Dr. Cypress, TX 77433

Fall 2025 Draft
Sat, 16 Aug at 09:00 am Fall 2025 Draft

16822 Kitzman Rd, Cypress, TX, United States, Texas 77429

Monthly Meeting
Tue, 19 Aug at 08:00 am Monthly Meeting

Ignite Chiropractic

MEETUPS HEALTH-WELLNESS
Empowering Your Brand with Social Media
Tue, 19 Aug at 10:00 am Empowering Your Brand with Social Media

Fidelity National Title

NU HOUSE 8\/20 Cypress Women's 'Sorority' Networking Group (IN PERSON)
Wed, 20 Aug at 10:00 am NU HOUSE 8/20 Cypress Women's 'Sorority' Networking Group (IN PERSON)

The Toasted Yolk Cafe (Cypress)

Ace Hardware of Champions Grand Re-Opening
Fri, 22 Aug at 08:00 am Ace Hardware of Champions Grand Re-Opening

9001 Spring Cypress Rd, Spring, TX, United States, Texas 77379

PARTIES ENTERTAINMENT
Heroes On The Green Golf League, STERLING COUNTRY CLUB - HOUSTON NATIONAL
Mon, 25 Aug at 08:00 am Heroes On The Green Golf League, STERLING COUNTRY CLUB - HOUSTON NATIONAL

Houston National Golf Club

SPORTS GOLF
CE Class in Bridgeland Community - TREC Legal Update I #47600
Tue, 26 Aug at 10:00 am CE Class in Bridgeland Community - TREC Legal Update I #47600

Coventry Homes - Bridgeland 40'

WORKSHOPS
NU HOUSE 8\/27 Cypress Women's 'Sorority' Networking Group (IN PERSON)
Wed, 27 Aug at 10:00 am NU HOUSE 8/27 Cypress Women's 'Sorority' Networking Group (IN PERSON)

The Toasted Yolk Cafe (Cypress)

TMHS Athletic Booster Club Spirit Night
Tue, 02 Sep at 05:00 pm TMHS Athletic Booster Club Spirit Night

11608 Louetta Road , Houston, TX, United States, Texas 77070

SPORTS

What's Happening Next in Cypress?

Discover Cypress Events