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Live Webinars

Mark Grant
10 Things Every Financial Advisor Should Know Before Clients Buy in a Condo or HOA Community
Buying into a condo or HOA community isn’t just about location and curb appeal—it’s about navigating a complex web of rules, financial obligations, and legal pitfalls that can…
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Louis
Opportunity Zone Funds After the Big, Beautiful Tax Bill
The newly signed "Big, Beautiful Tax Bill" has reshaped the landscape for tax-advantaged investments—and Opportunity Zone Funds (OZFs) are back in the spotlight. Join Louis Rogers…
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Dan Williams
Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties
Many financial planners have clients who own rental properties—yet few have real insight into whether those properties are actually performing. Like other held-away assets, real…
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Michelle Riiska
Mastering Rental Property Strategies in eMoney: A Comprehensive Guide for Financial Advisors
Join eMoney's Michelle Riiska (Financial Planning Product & Research Consultant) to learn how to effectively model rental property strategies in eMoney, to include 1031…
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Tom Dickson
Things Clients should KNOW before Buying in an HOA or Condo Community
Join HOA lawyer David Firmin and two-time HOA homeowner Tom Dickson for a comprehensive webinar designed to equip you with the critical knowledge and tools to guide your clients…
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