Wills and Trusts: Protecting What Matters Most- THE WOODLANDS
Schedule
Fri Apr 17 2026 at 10:00 am to 02:00 pm
UTC-05:00Location
1900 Lake Woodlands Dr | The Woodlands, TX
About this Event
The Woodlands 2-Step CE for REALTORS®
Two CE Classes. One Smart Move.
These two 1-Hour Credit Continuing Education classes are designed to help REALTORS® strengthen both the financial readiness and long-term protection of their clients—skills that matter well beyond the closing table.
CE Class 1: Wills & Trusts – Protecting What Matters Most
53746-RECE Course Number
This class introduces REALTORS® to the fundamentals of wills and trusts and how they intersect with real estate ownership.
Agents will learn:
- The key differences between wills and living trusts
- Which is better a Trust or a Will?
- Everyday scenarios that could have been avoided with proper planning
- How estate planning decisions impact heirs, sales timelines, and transactions
- What is Probate and How to Avoid It.
What agents gain:
Confidence in having informed conversations with clients about estate planning, clearer expectations during trust-owned transactions, and the ability to help clients avoid costly surprises after closing.
CE Class 2: Credit Class for Real Estate
38394-RECE Course Number
This course focuses on understanding credit as it relates to buyer qualification, contract strength, and closing success.
Agents will learn:
- How credit scores are calculated and commonly misunderstood
- What actually impacts a buyer’s ability to qualify
- The difference between credit myths and lender reality
- How credit improvements can affect purchasing power
- When and how to guide clients toward the right resources
What agents gain:
Stronger buyer consultations, fewer failed contracts, and the ability to position clients for success earlier in the process—saving time, deals, and reputations.
Agenda
🕑: 12:00 PM - 12:15 PM
Doors Open
🕑: 12:15 PM - 12:30 PM
Opening Remarks - Staci Neves
🕑: 12:30 PM - 01:30 PM
Wills & Trust: Protecting What Matters Most - 53746 RECE Course Number
🕑: 01:30 PM - 01:45 PM
Break
🕑: 01:45 PM - 02:45 PM
Credit Class for REALTORS - 38394 RECE Course Number
🕑: 02:45 PM - 03:00 PM
Q&A
Where is it happening?
1900 Lake Woodlands Dr, 1900 Lake Woodlands Drive, The Woodlands, United StatesEvent Location & Nearby Stays:
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