Add $10M Under Management with Existing Clients

This presentation centered around the importance of understanding home equity and real estate strategies for financial planners to maximize retirement wealth for their clients. Speakers discussed how people's housing needs and preferences change with age, and the challenges of downsizing and estate planning for seniors. Strategies for home sellers who are downsizing were also discussed, including realistic pricing, thorough home inspections, and using an online auction platform. The speakers emphasized the importance of involving adult children in the decision-making process and exploring professional services like move management and estate liquidation.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 2h 23m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Professional Development credit (in bundles/packs) * CSI - 1 Professional Development credits (in bundles/packs) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Add $10M Under Management with Existing Clients
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Barry Gordon

Barry leads a real estate company built for downsizers and estate trustees. Barry’s company provides integrated real estate and transition services to clients throughout Ontario. In addition, Barry is the founder of MaxSold, which conducts thousands of online content auctions per year in 20 states and two provinces. Barry has spoken extensively on downsizing, estate settlement, asset sales, appraisals, and project management as it relates to these issues. And Barry is the author of “Avoiding Chaos- 8 Discussions You Need to Have for Stress Free Downsizing and Estate Settlement.”