About this Event
Ready to take your business to the next level? This isn’t your average agent meeting. It’s a practical, no-nonsense masterclass designed to help realtors at every stage of their career take charge of their finances, build long-term wealth, and deepen client relationships.
Whether you’re just starting out and need a solid financial game plan or you’re a seasoned agent looking to sharpen your edge, this class is packed with strategies you can use right away to level up in 2025 and beyond.
Led by Michael McCarthy, a Certified Financial Planning Consultant ® and Chartered Financial Consultant ® who’s passionate about helping professionals grow and protect their wealth, and Eric Carson, a Loan Officer at First Coast Mortgage Funding known for his innovative classes like “AI for Real Estate,” this dynamic duo is bringing you actionable advice for thriving in a constantly changing market.
Here’s what you’ll walk away with:
- Master Your Money: Smart strategies for managing irregular income, cutting taxes, and setting up a strong financial base for your business.
- Build Wealth That Lasts: Simple, effective ways to budget and plan for retirement when your income depends on commissions.
- Help Clients Win: How to guide buyers through lender conversations, simplify the qualification process, and become a go-to expert for your clients.
When: February 12, 2025 | 10:00 AM - 11:30 AM
Where: First Coast Mortgage Funding
This isn’t just another class — it’s your chance to fine-tune your skills, empower your clients, and set yourself up for a standout year. Spots are limited, so grab yours now!
Event Venue & Nearby Stays
First Coast Mortgage Funding | Carson Home Team, 11363 San Jose Boulevard, Jacksonville, United States
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