Attend the upcoming LIVE WEBINAR without the need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
By focusing on the often-overlooked complexities of this asset class, the presentation will address the risks to a client’s financial outlook of providing insufficient advice on rental property investments and the profound impact of helping clients ask deeper questions about their real estate equity.
It will challenge the traditional belief that "location, location, location" is the most important factor, suggesting that a broader perspective is necessary. The session will also explore the real estate cash flow model, equipping advisors with practical tools to answer common client questions such as, "How is this property performing?" and "Should we keep or sell?" Additionally, the program will emphasize the value of collaborating with other professionals, especially when considering tax-deferred strategies for appreciated rental properties. This program is designed to engage the audience, address common challenges, and equip professional advisors with tangible strategies they can apply immediately in their practice.
Rich Arzaga, CFP® CCIM is a unique blend of financial planner and real estate expert, holding the rare dual credentials of CERTIFIED FINANCIAL PLANNER™ and Certified Commercial Investment Member (CCIM), the top designation in commercial real estate. As the Founder of The Real Estate Whisperer Financial Planning, he helps real estate investors and their advisors navigate complex decisions, such as buy-sell-hold strategies, cash flow modeling, 1031 exchanges, and advanced tax strategies. Rich is a long-time, honored instructor in the UC Berkeley Personal Financial Planning program. As an alternative to working out extensively, he has visited all 30 Major League Baseball parks.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs You are responsible for reporting all other certifications for CE credit.
The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.
QTY is not available.