June 7, 8, and 9 | 9:30a.m. – 12:30 p.m. | Monmouth University
To assist Realtors® in understanding the importance of financial planning and how to best implement processes for their own needs, New Jersey Realtors® will be offering a financial literacy series June 7, 8, and 9 in concert with Monmouth University.
By providing these courses — which can be taken individually or as a discounted bundle — we hope to arm Realtors® with the knowledge needed to plan for retirement, better prepare for tax season, and have an overall better understanding of how to set up a financial plan for themselves.
While the financial aspect of your business may seem cumbersome on a day-to-day basis, a lack of financial planning tends to come to a head particularly around tax season when monies may be owed to the IRS. What’s more, is that it’s becoming an unfortunate trend for Realtors® to work well into their senior years because they have not planned for retirement. These classes have been designed for Realtors® of all ages and experience levels and will cover managing money, state and federal tax planning, capital gains tax, and investing in real estate and other asset classes.
Each course will be from 9:30 a.m. – 12:30 p.m. on its designated day. This series is only available on to members of New Jersey Realtors.
Each course is $49. Bundle all 3 courses for $125!
LEVEL 100 – The Basics
June 7: This introductory level course is designed for Realtors® who would like additional education about financial planning. This class cover topics including, personal budgeting, mortgage basics, pre-tax and take-home earnings, health care costs, and more.
LEVEL 200 – Insurances & Tax Planning
June 8: The second course in this series will hone in on taxes for your personal situation, as well as real estate-related taxes, and tax planning for investments. This class will also focus on insurance coverages for all facets of your business and personal life.
LEVEL 300 – Advanced Investments
June 9: The third level, the most advanced of the three, is focused on investment fundamentals. Topics to be covered include the power of compounding, stocks, bonds, alternative investments, commodities, annuities, planning for retirement and social security.