Description

This course is designed specifically for real estate professionals, this practical course shows you how to turn variable commission income into a clear, long-term wealth plan. You’ll examine your current income and expenses, set realistic financial goals for 1 year, 5 years, 10 years, and retirement, and build a budget that flexes with market cycles. We will demystify investing from the pros and cons of owning investment property to passive vs. active strategies, so you can choose what fits your risk tolerance and time. You will also learn how to leverage marketing for maximum exposure to grow revenue, then translate that growth into sustainable saving and investing. By the end, you’ll walk away with a personalized financial plan and a simple daily action checklist to keep you on track.

At The end of class, you will be able to:

• Maximize income and investing while minimizing expenses
• Analyze cash flow and identify quick cost wins
• Set measurable short, medium, and long-term financial goals
• Build a practical, commission-friendly budget
• Create and begin implementing a future-focused financial plan
• Evaluate real estate investing (pros/cons) and passive vs. active options
• Develop a repeatable daily action plan that drives results

Instructor: Nancy Zambell