Products
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2024 Business Planning Workshop
CourseThis guide will help you achieve success and balance. Utilize this workbook to create a roadmap with clearly defined action steps to achieve your goals in personal, professional and financial aspects of your life.
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2023 Workshop Series | Workshop 12 "Financial Planning Overview with Guests Patrick Menerey and Kyle
CourseBroad overview "What is Financial Planning?" Examples of staying invested and the cumulative / compounding value Side by side example "If you do nothing VS Additional wealth you can create through S Corp, paid salary, solo 401K"
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2023 Workshop Series | Workshop 14 "Joanna's Secrets to Working With Buyers"
CourseJoanna Pellerito, an Estate Agent at Craft & Bauer, has achieved great success. You will dive into Joanna's secrets to working with Buyers.
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2023 Workshop Series | Workshop 13 "Economic Outlook with Guest Desiree Bryant"
CourseGuest Speaker, Desiree Bryant, Director of Growth & Development at The Mortgage Dr will discuss the Economic Outlook for 2023.
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2023 Workshop Series | Workshop 9 "Prelim Title Report & HOA Docs with Guest Speaker Matt Grainger"
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2023 Workshop Series | Workshop 10 "Working with Buyers" Best Practices
CourseBroker Max Fitzgerald and Shana Gates covers some valuable insights on best practices when working with buyers.