real estate financial planning essentials

Essentials

Understand common financial planning scenarios for your clients who own or inherit investment real estate.

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1. How to use this course
2. Before we begin...
3. Test your learning
1. Lesson 1: Understanding the risks of real estate investing
2. Lesson 2: Exploring the benefits of real estate investing
1. Lesson 1: Overview of the 6 types of engagements
1. Lesson 1: Key factors to consider when evaluating a rental property
1. Lesson 1: Understanding the tax implications of real estate investing
1. Lesson 1: Strategies for protecting real estate assets and managing risks
1. Lesson 1: Important compliance considerations for financial advisors working with real estate investors
1. Lesson 1: Using checklists and coaching questions to guide real estate financial planning sessions

LIVE kick off November 6

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