Coldwell Banker®


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 from SVP – Core 4 Engagement Leader, Coldwell Banker Realty’s, Chris Mygatt, who shares more about our Wealth Builder Expos.

Next Session

Tax Strategies for the Independent Contractor

As we draw near the end of 2022, now is the perfect time to start planning your tax strategy. Are you aware of the significant tax law changes that directly impact independent contractors and offer opportunities to save on taxes? We will fill you in on all the details! We are pleased to be joined once again by tax experts Joel Manning and Adrian Scurtu, CPAs of Manning Silverman & Company.

Past Sessions
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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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VIP SEP Consultation

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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.

cb | ©2023 Guaranteed Rate Affinity, LLC | 1800 W. Larchmont Ave. Chicago, IL 60613 NMLS ID 1598647 / NMLS Consumer Access / Licensing Information 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. cb 22HRDE_NAT_6/22