Lunch, Learn & Level Up: Tax & Financial Success for Realtors®

Tax & Financial Planning for Real Estate Professionals  - Lunch n' Learn
Member Registration Fee: $15
Non-member Registration Fee: $25

Join Us for an Empowering Lunch n' Learn with Wallman Financial! 

Take charge of your financial future with this dynamic session designed specifically for REALTORS®. Wallman Financial will guide you through essential topics, including:

Tax Planning Strategies tailored for REALTORS®:
Maximizing benefits with Solo 401(k) and Individual 401(k) Plans
Understanding Traditional IRA and Roth IRA options
Exploring the advantages of a Roth 401(k)
The role of Life Insurance in financial security
Crafting a robust Income Planning strategy

Don't miss this opportunity to build a solid financial foundation and set yourself up for success!