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, 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.
