Financial Wellness LIVE

Virtual Edition 2020: Wednesday, October 7

Registration is now closed. This event was not recorded but registrants will receive each speaker's presentation and the Financial Wellness Toolkit. Additional details will be provided via email.

Background

Financial Wellness Live – Virtual Edition is all about investing in yourself, your business, and your future. These events highlight the importance of being financially prepared in every area of your life, especially during these unprecedented times.

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Sessions and Speakers

Rich Arzaga

Session 1: What Keeps You Up At Night Financially

Presented by Rich Arzaga

Session Overview

For many REALTORS®, COVID-19 has changed the complexion of their finances. During this period, it has become more challenging for many to maintain their income and keep up with obligations.

This session titled “What keeps you up at night” is intended to provide a little insight, and perhaps relief, to personal finance questions you may be asking yourself. An experienced Certified Financial Planner will walk us through the list of common financial challenges REALTORS® face during this time and offer his thoughts and best practices. Chances are you have thought about a few of these areas.

Attendees will also be able to download a copy of this list and use it to act. And make sure to stick around for the end when we open this up to questions and answers.

More About Rich Arzaga

Rich Arzaga has a skillset that is ideal for our Financial Wellness community. He is one of the few financial planners who can advise on, and integrate, directly-held real estate investments into a wealth-building plan. That is exactly why he became an advisor.

Rich is a Certified Financial Planner®, an Accredited Investment Fiduciary®, a former REALTOR®, and the Founder and CEO of Cornerstone Wealth Management. He is also a long-time Adjunct-Professor in the UC Berkeley Personal Financial Planning program. Rich is often quoted in financial and business publications and has earned numerous awards for his work as an educator and financial planner.

Lynette Khalfani-Cox

Session 2: Helping REALTORS® With Irregular Income Manage Their Finances

Presented by Lynnette Khalfani-Cox

Session Overview

A discussion to help REALTORS® develop strategies to save more money and prepare for a financial shock.

More about Lynette Khalfani-Cox

As CEO and co-founder of TheMoneyCoach.net LLC, Lynnette Khalfani-Cox oversees all content, marketing, and operational efforts, serves as the spokesperson for the company, and is responsible for the overall editorial direction of the company’s main consumer site, AskTheMoneyCoach.com.

Before launching TheMoneyCoach.net in 2003, Lynnette was a Wall Street Journal reporter for CNBC, where she covered business and personal finance news.

Lynnette spent nearly 10 years at Dow Jones & Co. Inc. working as a reporter, bureau chief, deputy managing editor, and personal finance editor.

Prior to her work at Dow Jones, Lynnette was a correspondent for The Philadelphia Inquirer, a writer and assistant producer for WTXF (FOX-TV) in Philadelphia, and a writer for the Associated Press in Los Angeles.

Lynnette earned her Bachelor of Arts degree in English from the University of California, Irvine. She also holds a Master of Arts degree in Broadcast Journalism from the University of Southern California.

Lynnette and her husband, Earl, live in New Jersey, with their three children.

Jim Phillips
Mike Engel

Session 3: Retirement Planning for Independent Contractors

Presented by Morgan Stanley by Mike Engel & Jim Phillips

Session Overview

Each REALTOR® has a unique vision for his/her retirement; so, proactive planning is the first step towards bringing that vision to life. This seminar will help REALTORS® determine how much they will need for the retirement they envision and how to develop a retirement strategy that maximizes their likelihood of success.

Join Michael L. Engel, CFA, CIMA®, Institutional Consulting Director | Investing With Impact Director | Alternative Investments Director | Corporate Retirement Director | National Strategic Partner, and Jim Phillips, SVP Wealth Management Financial Advisor and Senior Investment Management Consultant, as they talk about different retirement strategies for independent contractors.

Why Attend?

Experts:

A special celebrity guest and subject matter experts will cover a variety of financial topics: budgeting, retirement planning resources, investing in real estate, and more. Attend this event to hear from the industry's finest.

Energy:

Feel equipped to take on your biggest financial challenges. Discover new tips and solutions to help you manage your personal and business financial goals. No matter where you are in your career or stage of financial planning, we have something for you!

Empowerment:

Knowledge is power, especially during these unprecedented times. The need to plan for unforeseen changes has never been more evident. Get new tips and solutions for the next stage of this year, both personally and professionally. Your road to success is one RSVP away.

Learn More

Check out the Center for REALTOR® Financial Wellness and learn more about navigating your financial journey in the video below.

Our March 2020 Event

Wednesday, March 4, 2020 marked the first Financial Wellness LIVE Event.

Special thanks to the BayEast Association staff for being a gracious host and for our well-versed speakers who provided detailed information on various financial subjects. It was an honor to also have support from John Flor, 2020 NAR Treasurer representing the NAR leadership team and the visionary for this program, Bill Brown, 2017 NAR President.

If you were not able to attend this LIVE session or would like more information on the topics that were discussed, please see the presentations below for details. Subjects covered the following:

Financial Wellness Live, March 2020

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Getting Your Financial House in Order

Victoria Gillespie, Chief Marketing and Communications Officer for the National Association of REALTORS®

Productive and successful Real Estate Professionals provide impeccable client service and take care of all the needs of their clients during the transactions and beyond. Highly Successful Professionals take it one step further in developing solid financial habits for themselves and their families.

Victoria Gillespie, Chief Marketing and Communications Officer of the National Association of REALTORS®, will help you develop and keep healthy financial habits that will improve the success of your personal and business financial well-being.

Download presentation (PPTX: 33.6 MB)

Strategies for Investors

Matthew Ritchie President/Broker Ritchie Real Estate, LLC

Investing in real estate can offer several advantages over other types of investments, including potentially higher returns, stability, inflation hedging, and diversification.

Matt Ritchie, President/Broker Ritchie Real Estate, LLC will cover topics on how to get capital to invest, managing the asset, analyzing the investment, and the importance of selecting the right property. This informative session will help lay the foundation and emphasize why investing in real estate is a great way to build wealth and fund your retirement.

Download presentation (PPTX: 5.36 MB)

Retirement Planning for Independent Contractors

Mike Engel, Director of Corporate Retirement and National Strategic Partner for Graystone Consulting
Jim Phillips, SVP Wealth Management Financial Advisor and Senior Investment Management Consultant

Each REALTOR® has a unique vision for his/her retirement; so, proactive planning is the first step towards bringing that vision to life. This seminar will help REALTORS® determine how much they will need for the retirement they envision and how to develop a retirement strategy that maximizes their likelihood of success.

Join Mike Engel, Director of Corporate Retirement and National Strategic Partner for Graystone Consulting and Jim Phillips, SVP Wealth Management Financial Advisor and Senior Investment Management Consultant, as they talk about different retirement strategies for independent contractors.

Download presentation (PPTX: 5.64 MB)

What’s Your Exit Strategy?

Michael Soon Lee, Broker Associate at Realty One Group Future

Whether you are a new or seasoned real estate professional, its never too early to start thinking about retirement. Instructor Michael Soon Lee is here to teach you how to quickly and easily save for retirement. Learn valuable information such as: ‘Why most REALTORS® can never retire’, ‘How to save for retirement when it’s hard to make ends meet’, ‘The importance of planning your long-term care’, and so much more.

Download presentation (PPTX: 13 MB)
Download handout (PDF: 65 KB)

That's Who We R

The campaign ads rally consumers to "Look for the R" for reassurance, resources, and reliable guidance on their path to property ownership.