Past Events

After The Purchase: Financial Planning for Realtors

Improve how you leverage real estate investments, increase your net worth, and achieve financial independence. This Zoom webinar is designed for realtors with at least three years of career experience (part- or full-time). Participants will receive two Rhode Island CE credits upon completion. Instructed by Jack Trevor, a Certified Financial Planner™ and independent advisor with [...]

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Real Estate Cybersecurity and Fraud

This class will highlight the real threats of cybersecurity and fraud in the real estate industry, and how to minimize risk. It addresses both statutory requirements and expectations, best practices within the industry, and storage of client data. By attending this webinar, you’ll: Learn how to protect yourself, your business and your clients Earn 3 [...]

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After the Purchase: Financial Planning for Realtors

Improve how you leverage real estate investments, increase your net worth, and achieve financial independence. This Zoom webinar is designed for realtors with at least three years of career experience (part- or full-time). Participants will receive two Rhode Island CE credits upon completion. Instructed by Jack Trevor, a Certified Financial Planner™ and independent advisor with [...]

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Contractual Pitfalls and How Realtors Can Avoid Them

This class will feature the common mistakes real estate agents make when preparing agreements, examine ways to limit liability, and recommend ways to implement better business practices. Instructed by Brad Pelletier, Esq., partner at Pelletier Marshall & Clark. Brad represents individuals and businesses concerning residential real estate and financing transactions, business formation, condominium conversion and [...]

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