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RPA Series: Long-term Financial Wellness Planning

September 30, 2026 9:30 AM - 10:30 AM (EDT)

Description

With success in real estate often comes a bigger question: how do you set yourself up for financial success? Without traditional workplace benefits, the responsibility falls on you to prioritize what matters—protecting your income, covering essential needs, and planning for the day you choose to step away from work. This course offers practical guidance on building a strong financial foundation tailored specifically for independent contractors. Understand your cash flow, explore tax-efficient business structures, and learn how to make your money work for you. This course also covers the benefits of health savings accounts, the fundamentals of disability and life insurance, and the key differences between investment account types—helping you determine which ones you can and can’t use and what best fit your needs. You’ll gain a clear framework for short-, medium-, and long-term financial wellness planning. Instructor: George Black

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Contact Information

Name: Troi Bachmann
Phone: 802-862-6407
Email: Troi@nwvtrealtor.org
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