With the amazing profits both Realtors(R) and mortgage professionals have made (and sometimes lost) in the last few years, many have searched for answers on taxes, legal write-offs, the SUV law changes and more. Most realize that a good financial plan is necessary – especially since the latest National Association of Realtor(R) statistics show that the agent and broker population is well over forty and are seriously looking at their retirement goals. But where do they turn?
Chris Bird, who has a degree in accounting, is a Senior CRS Instructor, a Certified Financial Planner, teaches at the University of IL and was an IRS agent for 16 years, delivers a wealth of information in his seminars. Rated one of the highest speakers in the bureau, Chris takes important issues like Health Savings Accounts, 529 College plans, 401k’s, SEP IRA’s and shares them in layman’s terms so your audience find them easy to understand and equips them with the right questions to ask their accountant, CFP or other professional.
We have also found that the emerging new Generation Y and Generation X agents are looking for guidance on a financial plan that makes sense and learning wealth planning early adds a strong foundation to any real estate business. His information, though Realtor(R) specific, applies to any small business and he often is booked by other accountants and organizations that are made up of small businesses.
Watch Chris here and see why he is the most popular speaker on tax and retirement issues in real estate today. http://link.ckgtv.com/services/link/bcpid1612750228/bclid1612732190/bctid1628433977
