The Realtor Wealth Playbook

Join CFP® Michael Sarafian for a fast-paced, practical discussion on the financial strategies every Realtor should understand.
About this Event

Free Event & Parking. Space is limited. Event in the Bayshore Ark II building. Suite is immediately to the left when you come in building. Lunch will be served.

The Realtor Wealth Playbook: Keep More. Build More. Protect More.

Real estate professionals know how to help their clients build wealth—but what about their own?

Join CFP® Michael Sarafian for a fast-paced, practical discussion on the financial strategies every Realtor should understand. We’ll cover how to maximize tax deductions and write-offs, when an S-Corp may make sense, pre-tax vs. Roth retirement strategies, capital gains on investment properties vs. your primary residence, investing outside of real estate, trusts and estate planning, and more.