Financial Planning for REALTORS (In Person Only)

1 CE (Elective)

This First Wednesday presentation is tailored specifically for real estate professionals, this succinct course offers essential insights into retirement planning.

Discover how to:

  • Differentiate between Roth and Traditional IRAs to optimize tax advantages.
  • Explore retirement investment options suitable for 1099 income, such as SEP IRAs and solo 401(k)s.
  • Implement tax-efficient retirement income strategies, leveraging their unique financial circumstances.
  • Harness the power of compound interest and early financial planning to secure long-term wealth accumulation.
  • Make informed decisions about retirement goals, budgeting, debt management, and risk assessment, tailored to their dynamic income streams.

By mastering these strategies, REALTORS® can confidently navigate their financial futures, ensuring stability and prosperity beyond their real estate careers.


  • Bruce Fike, District Manager, First Command - Albuquerque Branch
  • Bryan Mueller, Vice President of Marketing & Training at CompEdge
  • Craig Liguori, Director of Business Development, First Command 


Wednesday, April 03, 2024
10:00 AM - 11:00 AM




0 Member Price
20 Non-Members


Bruce Fike, Bryan Mueller, Craig Liguori