CE Class | Lunch & Learn | From Commissions to Wealth

Lunch & Learn

Lunch is at 12:00 PM | Class is 12:30 PM - 1:30 PM

Instructor:

Cameron Schwartz

Financial Advisor

Edward Jones

Overview:

• Data around goal setting and wealth accumulation.

• Understanding your three currencies.

• Cashflow Hygiene.

• Cashflow prioritization and a system you can follow.

• Bucketing, buffers and “paychecks”.

• Tax-smart cashflow moves.

• Entity choice for realtors, retirement vehicles, common deductions and how to effectively plan for your taxes.

• Retirement account types and their usefulness.

• Depreciation in real estate and REPS (real estate professional status)
• The humble brokerage account and why it’s useful.

• Habits & Compounding.

• The power of making the same decision repeatedly.

• Risk Management.

• Keeping what you have, and understanding what’s at stake.

• Estate planning and common gifting strategies.

• Take-aways & next steps.

• Things you can do now.

• Questions you should be asking.

Event venue & nearby stays

Engel & Volkers, 4847 Meadows Road, Lake Oswego, United States

Concerts, fests, parties, meetups — all the happenings, one place.

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