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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.

Thank you to everyone who joined us for the 2026 Wealth Builder Economic Summit!

We appreciate everyone who attended and helped make this year’s event such a success. While the replay is no longer available, we encourage you to stay tuned for details about our next Wealth Builder Economic Summit, happening in Q3 of this year.

More information about the upcoming event, including guest speaker details and registration, will be shared soon.

Resources

wealth book

Buy a copy of Mark Ferguson’s book, Fix and Flip Your Way to Financial Freedom.
Purchase 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 agents build wealth. Coldwell Banker agents can visit Desk > Referral Rewards for more information.

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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.

The content presented is intended for informational purposes only and is not intended, nor shall it be deemed, to provide or offer legal or financial advice or guidance. We recommend you consult with your own advisor when dealing with any of the issues visited herein. This is a private, invitation-only event for Coldwell Banker employees, customers, clients and licensed real estate agents in the markets we serve. Participants agree that by participating, you hereby grant Anywhere Advisors LLC the right to use your name and photo in promotional materials. Affiliated real estate agents are independent contractor sales associates, not employees. Company materials, programs or meetings that are not for compliance purposes are optional for your use as an independent agent affiliated with the Company. Your use is not required for your continued affiliation with the Company. ©2026 Coldwell Banker. All Rights Reserved. Coldwell Banker and the Coldwell Banker logo 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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