Wealth Builder Expos
Wealth Builder Expos were created to offer real estate professionals clear and actionable financial strategies they can use to grow and protect their personal wealth, now and into the future. These events feature top industry professionals and agents who share guidance and insights on real estate investments, eliminating debt, personal tax planning, retirement strategies and more.
Watch the video below to learn more.
Past Session
2025 Wealth Builder Economic Summit
For a fun, relevant and education breakdown of what the 2025 economic landscape may bring, check out our recent expo featuring Elliot Eisenberg, Ph.D.
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Past Session
Tax Tips That Make Every Dollar Count
Take a listen as popular tax guru and CPA Adrian Scurtu shares hard-hitting, practical tips to help you keep more of your hard-earned money.
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Past Sessions
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Resources
Buy a copy of Mark Ferguson’s book, Fix and Flip Your Way to Financial Freedom.
Puchase on Amazon
Schedule a personal call with a VIP SEP retirement specialist:
VIP SEP Consultation
Connect with a trusted Guaranteed Rate Affinity loan officer:
Guaranteed Rate Affinity
Refer an agent and discover how Referral Rewards helps Coldwell Banker Realty agents build wealth:
CBRealtyRewards.com
Rental Income Property Analysis:
Healthy Wealthy Wise Project
Coldwell Banker® agents have access to SPARK, a membership association providing exclusive access to more than 40 personal and business solutions. Members have access to exclusive products and services tailored to their needs including health, dental, disability and vision insurance; retirement savings accounts; cyber security compliance and protection; discount business services and discounted CE and license renewal.
Coldwell Banker agents can visit Desk > SPARK to get started.
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Company materials, programs or meetings that are not for compliance purposes are optional for your use as an independent agent affiliated with a Coldwell Banker® franchised office or a company owned Coldwell Banker® brokerage. Your use is not required for your continued affiliation with the Coldwell Banker brand. ©2023 Coldwell Banker. All Rights Reserved. Coldwell Banker and the Coldwell Banker logos are trademarks of Coldwell Banker Real Estate LLC. The Coldwell Banker® System is comprised of company owned offices which are owned by a subsidiary of Anywhere Advisors LLC and franchised offices which are independently owned and operated. The Coldwell Banker System fully supports the principles of the Fair Housing Act and the Equal Opportunity Act. 
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