19 Sep Virtual: Tax & Financial Planning for Real Estate Professionals (Foundational) Virtual: Tax & Financial Planning for Real Estate Professionals (Foundational) Thursday, September 19, 2024 (10:00 AM to 11:00 AM) Live Streaming Financial Planning, Free Class, Taxes Details You're Registered! DescriptionLocationInstructors Webinar: Tax & Financial Planning for Real Estate Professionals Date: September 19th, 2024 Time: 10:00 a.m. - 11:00 a.m. FREE for MEMBERS Instructor: Michael Wallman Location: Zoom In today's competitive real estate market, it is crucial for realtors to not only excel in property transactions but also effectively manage their finances and taxes. This seminar is designed to equip you with essential strategies and insights to optimize your financial standing and minimize tax liabilities. Wallman Financial leads this workshop session with areas covered to include: Tax planning for REALTORS Solo 401k Individual 401k plans Traditional IRA and Roth IRAs Roth 401k Life Insurance Income Planning To guarantee that you don't miss any important notifications, we kindly ask you to regularly check your spam or junk folder for any emails from ORRA's Education Team. If you find any emails from us there, please mark them as "Not Spam" or move them to your inbox to ensure timely receipt of information. Live Streaming Live Streaming Michael Wallman Michael is an investment executive with over 25 years of experience in the financial services industry and has developed a keen insight into developing professional and personal relationships. He is a Financial Planner, specializing in Tax Planning for Real Estate Professionals(sole proprietors). For several years, he has been sponsoring and presenting educational programs on tax and financial planning topics that are geared towards real estate professionals. The talks center around the tax liability most agents incur, as most are solo practitioners /solopreneurs and as such are taxed at a higher rate. Michael brings his investment talents to each of his clients as a Financial Planning, providing superior client communication and service. In addition, he has professional expertise in areas such as: Taxation, Insurance, Wills and Trusts, Real Estate, etc..