Financial Planning Workshop Series with ABOR
Real Estate Wealth Planning is hosting three free webinars for members of the Austin Board of Realtors® on Mondays in August / September.

**NEW DATES**
(complete) August 16 @ 10:00 - 11:15 AM: Budgeting, Savings & Cash Flow Strategies for REALTORS®
August 30 @ 10:00 - 11:15 AM: An Investment Workshop that Anyone Can Understand
September 13 @10:00 - 11:15 AM: Strategies for REALTORS® to Maximize Retirement Savings

Once registered, you will receive a personal invitation within three business days. These webinars will be hosted on Zoom and will allow for audience participation.

If you have questions about your personal finances, you can schedule a free consultation at http://realestatewealthplanning.com/
Sign in to Google to save your progress. Learn more
Email *
First Name *
Last Name *
*Completed - check if you want to receive the recording* Monday, August 16 at 10:00 AM - Budgeting, Savings & Cash Flow Strategies for REALTORS®.  You're a Realtor®. Your income is different every single month! This workshop covers budgeting tips and tricks for "lumpy" commission income. During the workshop, you will receive a budgeting tool and have time to look for additional savings within your current budget. Finally, you'll learn how to avoid the surprise tax bills on April 15! *
Required
Monday, August 30 at 10:00 AM - An Investment Workshop that Anyone Can Understand. Millions of people have their life savings in stocks, bonds, and mutual funds, but how many people truly understand how these investments actually work? This workshop will demystify the capital markets so that regular people can feel empowered and confident when reviewing their current investments or making new investment decisions. *
Required
Monday, September 13 at 10:00 AM - Strategies for REALTORS® to Maximize Retirement Savings. SEP IRA? Solo 401k? Roth IRA? Traditional IRA? Alphabet soup?This workshop covers retirement savings strategies to minimize income taxes and maximize the amount of money you can save. Topics include all major types of IRAs, the impact of pre-tax vs. after-tax contributions, Roth conversions, self-employed retirement options, and the role of health savings accounts before and after retirement. *
Required
How important is each of these topics to you right now? *
Not important
Somewhat important
Very important
Budgeting and Cash Flow
Debt management
Goal setting / life planning
Education saving for children
Retirement planning
Investments
Estate Planning
Property Insurance
Disability Insurance
Life Insurance
Taxes
Do you have any other questions about finances that you would like addressed during this series?
Optional. Use this space as you see fit.
A copy of your responses will be emailed to the address you provided.
Submit
Clear form
Never submit passwords through Google Forms.
reCAPTCHA
PrivacyTerms
This form was created inside of fiduciaryfpg.com. Report Abuse
Google Forms