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Virtual Financial Wellness LIVE: Tax Summit (Series 2/3, 2/10, 2/17, 2/24)

February 3 @ 2:00 pm - 3:00 pm


Members:  $45  Non. Members:  $55 
This payment is non-refundable.  If you miss a session, an on-demand recording link will be available after the live presentation.

Financial Wellness LIVE is all about investing in yourself, your business, and your future.  These events highlight the importance of being financially prepared in every area of your life, especially during these unprecedented times.

Let’s face it, filing taxes can cause a lot of anxiety.  As a new agent, managing tax documents, understanding complex returns, and constant tax law changes makes preparing a tax return a tedious process.  In these one hour webinars you’ll hear from the experts and get the tips you need to save time and money while reducing your stress.  Register now to attend NAR’s Financial Wellness LIVE: Tax Summit four-part series.

Real Estate Agents Tax Guide 101 – Feb. 3 – 2 pm – 3 pm EST
Michael Westwick, CPA, Director of Finance and Senior Tax Manager

What to Do If You’ve Got IRS Trouble – Feb. 10 – 2pm – 3 pm EST
Heather C. Liston, CFP, E.A. Vice President and Advisor at Hargrave Fiduciary Advisors, LLC

Increase Personal Wealth by Spotting Opportunities for Improvement in Your Tax Return – Feb. 17 – 2 pm – 3 pm EST
Rich Arzaga, CFP, AIF, Founder and CEO of Cornerstone Wealth Management

A Deeper Dive Into Several Real Estate Tax Topics – Feb. 24 – 2 pm – 3 pm EST
Evan Liddiard, CPA, NAR Director of Federal Tax Policy and Policy Advocacy

Why Attend?  Experts | Energy | Empowerment
Experts:  Hear from subject matter experts who will cover in depth financial topics and provide you with tips, worksheets, and guides. 
Energy:  Feel equipped to take on your biggest financial challenges.  Discover new tips and solutions to help you manage your personal and business financial goals.
Empowerment:  Knowledge is Power, especially during these unprecedented times.  The need to plan for unforeseen changes has never been more evident.  Get new tips and solutions for the next stage of the year, both personally and professionally.

Your road to success is one RSVP away!


February 3
2:00 pm - 3:00 pm
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