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Want to Pay Fewer Taxes? Incoporating May be Right For You! |
Wednesday, January 13 | 10:00am - 12:00pm | $10 Are you thinking about whether a corporation may be right for you? Corporations not only provide liability protections but also provide tax benefits for the owner. |
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Probate and Real Estate Sales |
Wednesday, January 20 | 10:00am - 11:30am | $10 Attorney Tracy Potts will be breaking down the probate sale from start to finish. Some prior understanding of wills and trusts would be helpful for participants. |
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Market Update with Ryan Lundquist |
Thursday, January 21 | 10:00am - 11:00am | $15 Ryan will take a deep dive into the market to help everyone understand how the market is moving, pick up tips for talking about the market with clients, and consider what future business might look like in the coming months. |
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Essential Disclosures |
Monday, January 25 | 10:00am - 12:00pm | $10 Learn the best practices in completing disclosures and reducing disclosure liability exposure. This course will include new fire disclosures as well. |
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Unlocking Purchasing Power with a Reverse Mortgage |
Wednesday, Jan. 27 | 11:00am - 12:30pm | $10 Sheryl Hanson, a top producing reverse mortgage specialist with Finance of America, will take you beyond the basics of the purchase reverse mortgage. |
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zipForm® and DocuSign |
Friday, January 29 | 9:00am - 11:00am | $10 Presenter Ray Fuentes provides an overview of the various functions of zipForm® Plus, how to access the forms library, and how to use DocuSign. |
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