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Coldwell Banker®

WEALTH BUILDER
VIRTUAL EXPO

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

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

wealth book


Buy a copy of Mark Ferguson’s book, Fix and Flip Your Way to Financial Freedom.
Puchase on Amazon

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Schedule a personal call with a VIP SEP retirement specialist:
VIP SEP Consultation

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Connect with a trusted Guaranteed Rate Affinity loan officer:
Guaranteed Rate Affinity

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Refer an agent and discover how Referral Rewards helps Coldwell Banker Realty agents build wealth:
CBRealtyRewards.com

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Rental Income Property Analysis:
Healthy Wealthy Wise Project

CBColdwell 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.