This webinar is designed for real estate agents who are interested in learning how to get started in real estate investing. Michael Simpson takes time to teach the calculations and formulas that residential and commercial investors/brokers use when locating and underwriting investment properties.
Part Two
The Center for REALTOR® Financial Wellness is a powerful, member-exclusive resource created to support the unique financial planning needs of real estate professionals. Unlike generic financial literacy programs, the Financial Wellness Center is tailored specifically to the income patterns, career cycles, and business structures REALTORS® face every day. Whether you’re a brand-new agent just beginning to understand commission-based income or a seasoned broker planning your long-term wealth strategy, this comprehensive platform gives you the tools, insights, and guidance needed to build a strong financial foundation.
This program was built to help REALTORS® achieve stability, security, and long-term prosperity—something incredibly important in a profession where income can fluctuate and business expenses can vary dramatically throughout the year. Within the Center for REALTOR® Financial Wellness, members gain access to a wide range of materials covering everything from budgeting, tax planning, and retirement strategies to advanced wealth-building concepts, business planning, and real estate investing. The platform also highlights common financial pitfalls real estate professionals encounter and provides practical steps to avoid them, ensuring agents can stay proactive during every phase of their business.
One of the major benefits of this resource is that it meets REALTORS® exactly where they are in their journey. If you are just getting started, you’ll find guidance on establishing a business plan, managing early commissions, and creating systems to track expenses and income. Intermediate-level agents can explore strategies for scaling their business, investing in their first or next property, and positioning themselves for sustainable growth. Experienced agents—and especially those preparing for retirement—can take advantage of resources designed for succession planning, long-range wealth preservation, and understanding how to transition from active sales into new income-producing opportunities.
In addition to financial worksheets and interactive tools, users can access webinars, articles, calculators, and personalized assessments. These assessments help REALTORS® identify their current financial standing and determine what steps to take next. This type of guided reflection is incredibly valuable because many agents focus so much on serving clients that they forget to apply the same strategy and care to their own financial life. The Financial Wellness Center bridges that gap by providing a structured, easy-to-follow roadmap.
Beyond financial literacy, the program emphasizes the importance of business planning, a cornerstone for long-term success in real estate. You’ll find resources designed to help you create a business plan that aligns with your goals, lifestyle, and personal brand. This includes marketing strategies, budgeting systems, prospecting approaches, and tools for monitoring your progress. With the right business plan in place, REALTORS® can streamline operations, reduce unnecessary expenses, and focus more time on income-producing activities.
Another key element of the platform is real estate investing, one of the most effective ways for REALTORS® to build wealth over time. Because agents understand the market better than the average consumer, they are in an ideal position to capitalize on real estate opportunities—whether through rental properties, flips, long-term holds, or partnerships. The Center for REALTOR® Financial Wellness offers guidance on evaluating investment opportunities, understanding cash flow, assessing risk, and creating long-term investment strategies.
No matter your career phase—rookie, mid-career, or seasoned top producer—there is something in the Financial Wellness Center to elevate your knowledge and enhance your financial decision-making. These tools empower you to not only create stability in fluctuating markets but also build the type of wealth that supports you and your family for decades to come. You can explore these resources anytime by visiting financialwellness.realtor, where you’ll find ongoing updates, newly published content, and access to expert guidance you can trust.
If you are thinking about taking the next step in your real estate journey—whether buying your first home, selling an investment property, expanding your rental portfolio, leasing commercial space, or even launching a career as a Connecticut REALTOR®—having a trusted professional on your side makes all the difference. The right agent provides clarity, confidence, and expert strategy, helping you navigate market conditions, pricing, negotiations, contracts, inspections, and every critical detail from start to finish.
For personalized guidance backed by decades of experience, industry leadership, and deep Connecticut market knowledge, connect with The Connecticut Real Estate Broker, Steve Schappert. Steve has helped countless buyers, sellers, investors, and aspiring agents achieve their goals. His extensive background and dedication to client success make him one of the most reliable resources in the state for real estate decisions of every kind.
To Buy, Sell, Invest, Lease or Pursue A Career In Connecticut Real Estate,
Call or Text The Connecticut Real Estate Broker, Steve Schappert Today
📞 203-994-3950
Attend out Connecticut Real Estate Investment Seminar
