How We Support Financial Planners

Real estate is often a client’s largest asset, yet many housing decisions happen without advisor input.

This lunch session explores how realtors and financial planners can collaborate to unlock opportunities and help clients make smarter long term decisions.

In this session we will cover:

• Unlocking stuck housing equity and turning it into investible capital
• Supporting intergenerational wealth transfer through real estate strategies
• Reducing risk in major housing decisions like renovations, downsizing, and timing moves

We are all familiar with these strategies. The key is bridging the gap between our professions so clients receive the right advice at the right time to meet their goals.

You will also hear brief perspectives on the legal and tax considerations involved.

Dino Stepic - REALTOR®, REMAX One Group

Larson Hogberg - CPA, CA

Stacey Ennis - Real Estate & Family Lawyer, Fraser Law

Lunch will be provided. Seating is limited.

Know what’s Happening Next — before everyone else does.

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Host or Publisher The Dino Network | REMAX One Group