From Commissions to Compound Interest: Building Real Wealth as a Real Estate Professional
A Strategic Guide to Retirement Planning and Home Equity Management for Agents
Course Description
A collaborative learning experience led by a financial advisor and mortgage specialist, designed specifically for real estate professionals who want to take control of their financial future.
Whether you’re crushing it with listings or navigating market fluctuations, now is the time to build a retirement strategy that works for your business model.
One hour CE credit available for Oregon Brokers
What You’ll Learn:
Retirement Savings Tailored to Your Business:
- Why the SEP IRA is a game-changer for self-employed agents
- Roth IRA strategies for tax-free growth and trading
- Advanced techniques like Backdoor and Mega Backdoor Roth conversions
- How to make compound interest work its magic over the next 10-25 years
Building a Portfolio That Matches Your Goals:
- Understanding your risk tolerance and investment timeline
- Smart vs. risky investment decisions
- How to think about bonds, stocks, and diversification
- Avoiding common pitfalls that derail retirement plans
Unlocking Your Home Equity Strategically:
- Understanding the full spectrum: HELOCs, Bridge Loans, and Home Equity Conversion Mortgages
- Real case studies: How agents and clients are using equity for income, transitions, and security
- Separating fact from fiction about reverse mortgages and equity access
The Big Picture Integration:
- Creating a retirement plan that addresses longevity, market volatility, and unexpected expenses
- Tax-smart strategies for maximizing your hard-earned commissions
- Planning for “what keeps you up at night” scenarios
Who Should Attend:
This workshop is perfect for active brokers who:
- Want to convert their variable income into long-term wealth
- Are serious about retiring comfortably (or even early)
- Need practical, actionable strategies—not theory
- Are ready to stop putting off their own financial planning
Duration: 60 minutes plus Q&A
Presented by:
- Cameron Schwartz, Financial Advisor, Edward Jones
- Sheila Landis, Retirement Mortgage Advisor, Fairway Home Mortgage
In partnership with Lawyers Title
This workshop is for educational purposes. This is not tax or financial advice—consult your tax and financial professionals for your specific situation.
