Webinar Registration

10 Things Every Financial Advisor Should Know Before Clients Buy in a Condo or HOA Community
Date:
CE Eligible
Duration: 75 minutes
Mark Grant
Mark Grant, Esq.
Florida Bar Certified Condominium & Planned Development Lawyer Greenspoon Marder LLP

Mark F. Grant is Florida Bar Board Certified in Real Estate Law and Condominium and Planned Development Law. He concentrates his practice in the areas of real estate acquisition and development, condominium and homeowner association documentation, commercial leasing, acquisitions and sales, loans and construction contracts. He has represented thousands of clients in the acquisition, financing and development of residential, commercial and industrial properties. In addition to representing developers, commercial property owners and other purchasers and sellers of real estate, Mr. Grant serves as counsel to country clubs, condominiums and homeowner associations.

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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 have lasting impacts on your clients’ wealth and well-being. In this eye-opening webinar, real estate attorney Mark Grant will walk you through the 10 essential factors every financial advisor should help their clients evaluate before signing on the dotted line.

You’ll discover:

  • How to assess the true financial health of an association—and why the balance sheet matters as much as the property itself.
  • The hidden costs behind monthly fees, special assessments, and maintenance obligations.
  • Rules and restrictions that can limit a client’s lifestyle—or their investment returns.
  • The importance of developer agreements, governance structures, and insurance gaps.
  • Legal tools and contract addendums that can safeguard your client before closing.

Whether your clients are purchasing their first condominium unit, downsizing for retirement, or investing in a vacation property, you’ll gain the insights and checklists to help them make informed, confident decisions.

 

CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, 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.