Events

In addition to our core services, Real Wealth Planning offers workshops and events that allow us to explore in-depth financial planning, investment management, tax strategy, money mindset, and more. Register for an upcoming event below.

Upcoming Events

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Past Events

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Financial Planning Foundations for Real Estate Professionals

February 22, 2024
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7:00PM to 9:00PM

How to UNDERSTAND, plan for, and legally minimize your tax bill.

Event Resources

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Your Money Mindset

May 15, 2024
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7:00PM to 9:00PM

The hardest part of building a financial plan is actually realizing what brings you true joy and then (sometimes) making sacrifices to build the life you really want, now and in the future.

This talk will focus on building a financial plan that you will actually implement through thick and thin. We’ll cover a simple business and personal budget you 
can actually stick to in “real life,” how to think about investments in a way that 
won’t drive you nuts, and, of course, how to optimize your tax plan as a 
self-employed agent.

Financial planning is an iterative process. We will make a guess about the future, take a step forward, incorporate new information, and repeat, over and over. 
Haven’t “gotten good at finances” yet? No problem! There’s always room to start 
your journey.

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Your Money Mindset

July 13, 2024
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Dates TBD - Q3 2024 | 7:00PM to 9:00PM

The hardest part of building a financial plan is actually realizing what brings you true joy, and then (sometimes) making sacrifices to build the life you really want, now and in the future. This talk will focus on how to build a financial plan that you will actually implement through thick and thin.

Real Wealth Planning Image Banner 2

Financial Planning Foundations for Real Estate Professionals

July 20, 2024
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Dates TBD - Q4 2024 | 7:00PM to 9:00PM

Get smart, actionable information about your financial situation so that you can be a savvy consumer and proactive business owner.

Event Resources