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Sometimes, the most significant planning opportunities are in plain sight but still easy to overlook. Many of your clients and prospects ask about the merits of rental property. Some already own investment real estate within their assets. The equity in your client’s rental property could be the most significant area for improvement to their plan. As an advisor, the question becomes, what does giving advice on directly held real estate investments look like from a plan prep and client-facing perspective? To address this, Rich Arzaga, CFP®, CCIM, a distinguished adjunct professor from UC Berkeley Personal Financial Planning and a financial advisor, will explore the following investment real estate planning topics:

  • The appeal of rental properties to clients.
  • Methods for identifying critical data and planning triggers.
  • Applying the CFP® planning process to evaluate real estate.
  • A case study using an Excel workbook AND emoney.

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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