Webinar Registration

Critical Insights for Advising Clients on Rental Income Properties

Date: Tuesday, March, 24 2026 01:00 PM

CE Eligible

Duration: 90 minutes

Rich Arzaga, CFP®, CCIM

Real Estate Educator

Rich Arzaga is a unique blend of financial planner and real estate expert, holding the rare dual credentials of CERTIFIED FINANCIAL PLANNER™ and Certified Commercial Investment Member (CCIM), the top designation in commercial real estate. As the Founder of The Real Estate Whisperer Financial Planning, he helps real estate investors and their advisors navigate complex decisions, such as buy-sell-hold strategies, cash flow modeling, 1031 exchanges, and advanced tax strategies. Rich is a long-time, honored instructor in the UC Berkeley Personal Financial Planning program.

Register for Webinar

Complete the form below

Name

First Name

Last Name

Email Address

Who invited you?

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Please provide your CFP ID #

A CFP ID number will be required in order to receive CE credit for this webinar.

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

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 increase your knowledge of rental properties so you can more confidently engage clients in planning that properly includes these asset types.

Rich will challenge the long-held belief that location is paramount to evaluating rental properties by introducing a practical, comprehensive framework for helping clients analyze existing and potential properties. Rich will use case studies, complete with financial models, to show you how you can answer client question such as "How is the property performing? or "Should I keep the property?".