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Live Webinars

Rich Arzaga
Critical Insights for Advising Clients on Rental Income Properties
Rental income properties are often misunderstood or neglected in client conversations. This program, led by real estate planning specialist Rich Arzaga, CFP®, CCIM, is designed to…
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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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