Current Workshops
Workshop Calendar




Workshops & Classes


Financial Solutions for Seniors ~ Reverse Mortgages
Reverse Mortgages are one of the hottest topics among financial, insurance, and mortgage professionals.  Americans, age 62 and older have $4.3 trillion of household wealth and the number of pensions in America has declined by over 75% since 1985.  Advisors and seniors are looking for a New View on funding retirement in the 21st Century; one that allows the senior to satisfy both needs and wants.  This class details advantages, disadvantages, myths, and misconceptions surrounding reverse mortgages.
(Instructor: Kent Kopen).


Borrow Smart Realtor Education (4-hr CE)
As a Realtor, you are entrusted to manage all aspects of the buying experience for your client.  This class will teach you how to help your clients take maximum advantage of IRS Section 163 and Section 121 benefits, what is their after-tax rate of borrowing and how should it impact their spending and future house purchases, what portion of the client’s overall wealth does the house encompass and how can that wealth be protected from risk, how the house functions as both an asset and a liability, how to help your client bulletproof their house from future foreclosure due to job loss or other financial instability, and how your clients can pay off their mortgage in as little as 10 years with no additional cash outlay.  
(Instructor: Kent Kopen)


Borrow Smart ~ Tax Impact Primary Residence (2-hr CE)
This class is designed to provide the key considerations from a tax perspective surrounding the selling, buying or refinancing a primary home.
(Instructor: Kent Kopen)


Borrow Smart ~ Tax Impact Second Home (2-hr CE)
This class is designed to provide the key considerations from a tax perspective surrounding the buying, refinancing and selling of a second home, vacation or rental property.
(Instructor: Kent Kopen)


Borrow Smart ~ Wealth and Real Estate (2-hr CE)
This class is designed to provide key considerations related to the impact of real estate investing prior to and during retirement. Based on the four building blocks of real estate investment, we touch on how each of these work, and then provide some thought provoking strategies as examples on how clients might use real estate in retirement to create new wealth.
(Instructor: Kent Kopen)


1031 TIC ~ Effortless Cash Flow (2-hr CE)
This 1 - 2 hour seminar is designed to provide the most current, and complete information on the use of the 1031 TIC (Tenancy In Common) exchange as an exit strategy for real estate.
(Instructor: Kent Kopen)


Public Speaking for Business Professionals
According to the book of lists, the fear of speaking in public is the #1 fear of all fears. The fear of dying is #7! Over 41% of people have some fear or anxiety dealing with speaking in front of groups. Many of the world's most famous presenters have admitted to nervousness and stage fright. Mark Twain said it best, "There are two types of speakers: those that are nervous and those that are liars". Everyone, even experienced speakers, has some anxiety when speaking in front of a group of people. No one is born a powerful speaker, but you can master the techniques that make it possible. Your style and speaking voice may be the most important parts of your image. Whether you are making a crucial presentation to an important client - or addressing a roomful of key prospects - Your message is only part of the story. The key to success is how you organize and deliver it! Public Speaking for the Business Professional will help you develop the skill to deliver a presentation with authenticity and passion. This class will help you to engage and motivate listeners as you express yourself with ease, presence, and power in speeches, presentations, sales talks, meetings, and public appearances. Learn to communicate with customers and clients in ways that create lasting relationships—and that present your ideas effectively. This workshop will help you or your employees speak with clarity, confidence, and credibility—to any audience, in supportive or challenging circumstances.
(Instructor: Greggory R. Wood)

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