About this Event
In this hands-on workshop, you’ll build your own AI-powered financial coach using ChatGPT — one that thinks like a CFO and helps you make smarter decisions with your real estate income. Whether you're just starting out or already closing deals, this class will help you turn commissions into true, lasting wealth.
What You’ll Learn:
- How to design your Wealth Snapshot and teach AI your unique financial picture
- Prompts that help you grow net worth, allocate capital, and minimize taxes
- Real estate-specific strategies (S-Corp setup, pre-tax optimization, income volatility planning)
- How to run monthly check-ins and financial reviews you’ll actually stick to
- Tools that integrate with your coach (like Monarch Money and business P&Ls)
Why This Matters
Most agents hustle hard — but few turn their income into real wealth. This workshop is about changing that.
You’ll walk away with your own custom AI CFO ready to guide your financial life, built specifically for your real estate business and lifestyle goals.
Important Notes
Free to attend
Space is limited — registration required
Bring a laptop to build this live
Event Venue & Nearby Stays
KW Salt Lake City Keller Williams Real Estate #500, 1245 Brickyard Road, Salt Lake City, United States
USD 0.00
