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 estate often sits outside the advisory conversation, leaving opportunities untapped and risks unchecked.
That’s where Todd Swanson and Dan Williams come in. With over 20 years each as real estate investors, mortgage professionals, authors, and financial educators, Todd and Dan bring a planning-first approach to real estate that integrates seamlessly into retirement and financial planning conversations.
💡 In this power-packed one-hour session, they’ll introduce:
- Simple but powerful metrics to help you assess rental property performance
- Conversation-starting tools that reveal whether a client’s real estate is building wealth or draining it
- Compliant, advisor-friendly strategies for engaging clients around real estate like a pro
- Real-world case studies that will show you how to help clients increase cash flow, reduce risk and optimize their real estate as a true wealth-building asset
This is not just another webinar—it’s a strategic upgrade to your client conversations.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
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: www.nasbaregistry.org.