Are you a brokerage owner or team leader looking to help your team get to the next level? We are on a mission to improve financial literacy for real estate professionals. We believe that when your agents are confident and clear about their finances and financial plan, they have the focus and energy to go build their businesses. The PREC planners offers in-house training sessions for your team.
In-person or virtual, with preference to in-person session where possible.
Five to eight agents. The presentations are interactive and smaller groups allow for more questions and individual dialogue.
60 minutes plus time for questions.
Personal Wealth Building Strategies Beyond Commissions
Agents at all career stages aiming to strengthen their personal financial foundation and build long-term wealth beyond commissions.
Unlocking the Power of Your PREC
Agents with 4–10 years in the industry who have established a PREC and seek to maximize its benefits.
Families Who Sell Together, Build Wealth Together
Real estate is often a family affair. Whether you’re a spousal team or a parent-adult child duo, navigating the complexities of managing multiple PRECs is key to long-term success. This session provides smart structuring strategies, tax-efficient planning, and effective methods for income splitting and compensation, with real-life examples of families who have built sustainable, multi-generational real estate legacies.
A Financial Guide for Second-Career Real Estate Agents
Making the leap to real estate from a traditional career is exciting – but it also presents new financial challenges. This session is designed for professionals who left steady paychecks for the opportunities of real estate and need practical strategies to manage their finances, grow their careers, and plan for long-term financial security.
Unlock Your Financial Power – Because Your Success Deserves to Shine
As a high-achieving woman in real estate, you’ve built a thriving career – but being the sole income earner comes with unique financial challenges. This empowering session is designed to help you prioritize your finances, navigate single-income hurdles, and secure the legacy you deserve.
Whether you’re looking to support your entire brokerage or provide exclusive sessions for specific agent demographics, our 2025 education offerings are designed to equip real estate professionals with practical financial strategies for long-term success.
Custom Presentation and content can be developed to meet your team’s needs.
