Solid Investment And Retirement Strategies For Realtors®


Hold on to your seats as Chris shares with you his insights as an ex-IRS agent and a Certified Financial Planner.  Learn the secrets to maximizing pre-tax investments, strategic tax planning, recent tax law updates and how they affect you and much, much more!  

This session is designed to help you learn:

  • Why IRA's can work for you... You NEED to know this!
  • How you can harness the powerful financial benefits of the ROTH IRA  and the ROTH 401(k)
  • How you can use the Coverdell Educational Savings account to pay for kindergarten through 12th grade
  • How to understand College 529 Plans- and what you can do for your children or grandchildren
  • Smart Investment and Retirement strategies everyone should know
  • How to maximize self-employed retirement plans- and discover a tax savings bonanza!
  • How to understand and use wills and trusts and what they mean to your precious heirs
  • How to understand the most recent Estate and Gift tax issues