Essentials
Understand common financial planning scenarios for your clients who own or inherit investment real estate.
Course curriculum
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Pre-Work: Risks and Benefits of Real Estate Investing
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Intro and Types of Real Estate Investor Planning Engagements
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Lesson 1: Key factors to consider when evaluating a rental property
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Lesson 1: Understanding the tax implications of real estate investing
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Lesson 1: Strategies for protecting real estate assets and managing risks
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Lesson 1: Important compliance considerations for financial advisors working with real estate investors
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About this course
- $179.00
- 7 lessons
- 2.5 hours of video content
Help clients with essential real estate decisions.
LIVE kick off November 6