Inheritance to Investment

Tue Apr 30 2024 at 12:00 pm to 01:00 pm UTC-04:00

Online | Online

Real Estate For Generations
Publisher/HostReal Estate For Generations
Inheritance to Investment
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Real Estate Tips for Families After Inheriting Property
About this Event

It could be a windfall. It could make you really nervous. You may wonder if you are doing the right thing in order to improve your financial situation? Maybe you and other family members don't agree about what to do with the property?
"Real Estate for Generations mentors Veronica Woods and Cynthia Meyer discuss six questions that you should ask yourself -- and be firm on your answers -- before you decide what is the best course of action.
☕ Is everyone on the same page about what to do with it?
☕ How does this fit into your personal financial goals?
☕ Is it a good investment for you?
☕ How does owning a rental property work with your lifestyle?
☕ Would you be happy with the money you could make today if you sold it?
☕ Who's on your team?


ABOUT THE PRESENTERS


VERONICA WOODS

Veronica Woods is a licensed real estate broker, property manager, and investor. With an MBA in Finance from the Wharton School and a Bachelor’s Degree in Economics from Northwestern University, she does not run from the numbers. She is passionate about helping clients create wealth, build a legacy, and design a dream lifestyle through real estate.

Her firm, Daniel Woods Real Estate, represents clients buying, selling, and managing properties in the Philadelphia metro area.


CYNTHIA MEYER

Cynthia Meyer is a financial mentor, CERTIFIED FINANCIAL PLANNER™, CFA® Charterholder, real estate investor, course creator, and blogger.

Cynthia is the founder of Real Life Planning and co-founder of the Real Estate Financial Coach Course. She offers unbiased financial planning and learning resources to real estate investors and the financial planners who want to serve them.

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