Education Series from CWBR
The CWBR Financial Wellness webinar series was specifically curated with YOUR success in mind.
At CWBR we recognize how difficult it can be to care for your clients, juggle a busy schedule, run a business, and have a personal life - all while managing small business finances - a challenging component for many new and seasoned agents. We have built a webinar series to help REALTORS® create a foundation for financial success. With that end in mind, these webinars help guide agents through money management and budgeting, estimated taxes, S Corp setup, business credit and much more.
Newsletter Archive
Newsletter Archive
Features:
- Top Compliance Errors (Earnest Money, Late Status Update)
- WRA Partnership for Success Program
Features:
- New and Revised Forms Related to the NAR Lawsuit
- WRA Forms Library
- DSPS Real Estate Contractual Forms
- Landlord Tenant Forms
- Red Flags for Fraud
- CWMLS Changes and New Citations
August/September 2024 Newsletter
Features:
- Legal News from NAR
- Top Three Things to Know from the NAR Settlement
- WRA Legal Hot Tips
Financial Wellness Series Webinars
Upcoming Webinars
Stay tuned for more great content! In the meantime, keep scrolling to watch the 2024 Financial Wellness Series webinars on demand!
Missed a Webinar? Watch it On Demand
New Year, New Budget with Quinn Driscoll, CPA/ABV, is a money management expert and educator for small business owners.
Don’t Give Up on Your Budget with Quinn Driscoll, CPA/ABV, is a money management expert and educator for small business owners.
RPR Commercial: Your Secret Weapon to Commercial Success with Janelle Vann, Training Manager, RPR
Fundamentals of Running Your Business Financially with Shahar Plinner, Tax Expert and CEO of Formations Isaac Andresky, Senior Business Consultant
Building Your Home Finance Knowledge With Adam Karcz, owner of Mammoth Mortgage
Setting Up an S Corp With Shahar Plinner, Tax Expert and CEO of Formations Isaac Andresky, Senior Business Consultant Marissa Lamperis Kastrinos, Senior Business Consultant
Estimated Taxes - Tips for your filing date With Isaac Andresky, Senior Business Consultant Marissa Lamperis Kastrinos, Senior Business Consultant
Leveraging Your Credit for Your Business With Financial Advisor & The Real Money Pros Podcast Host, Brian Wiley
Building a Case for Homeownership Today With National Instructor, Pat Zaby
The Golden Handoff: How to buy and sell a book of business With Nick Krautter, author of The Golden Handoff
Turning Connections Into Clients With National Instructor, Pat Zaby
Don't Sell Your Car! (Your Budget...) with Quinn Driscoll, CPA/ABV, is a money management expert and educator for small business owners.
Loads of materials provided for Turning Connections Into Clients:
Have you visited NAR's Center for REALTOR® Financial Wellness?
The Center for REALTOR® Financial Wellness is a resource designed exclusively to meet the specific financial planning needs of REALTORS®. This comprehensive program includes education materials and resources for wealth building, business planning, and investing in real estate. Review some of the resources HERE.
You can also find budgeting tools, retirement planning resources, options for investing in real estate, and more when you visit the Articles and Free Resources section of Center for REALTOR® Financial Wellness.
Facing challenging times? NAR's Center for REALTOR® Financial Wellness has tips for many situations. Money saving, health and well-being, emergency situation? They have a trip sheet for that in their Financial Wellness Emergency Guides.
Download their Financial Wellness Roadmap to get moving in the right direction!
