Calendar
Instructor: Luis Sy
SBAOR Member Cost: Free for SBAOR Members
Non-Member Cost: $25
Time: 10:00am-11:00am
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Manage & Take Control of Your Finances
Tuesday, September 20th, 2022


Being a self employed REALTOR® is not enough. We need to learn how to manage our finances now in order to have a comfortable, worry free retirement later. We identify the financial areas that you need the most help, how to eliminate your debts, and how to grow your money.

You will learn about long and short term savings, debt solution, insurance protection and preserve wealth, including:
1. Cash Flow (Earn additional income, Manage expenses)
2. Debt Management (Consolidate debt, Strive to eliminate debt)
3. Emergency Fund (Save 3-6 month's income, prepare for unexpected expenses)
4. Proper Protection (Protect against loss of income, Protect family assets)
5. Build Wealth (Strive to outpace inflation and reduce taxes)
6. Preserve Wealth (Reduce taxation, build a family legacy)