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April Lunch and Learn: Money 101 & Personal Budgeting

Master Your Money Game!

Ever felt a client hesitate because they’re unsure about their financial readiness to buy a home?  Are you personally struggling with your own finances or simply looking to build wealth?  Knowing how to navigate personal finances is a valuable asset for any Real Estate Agent. That’s why we’re excited to announce a Lunch & Learn event focused on Money 101 & Personal Budgeting!

Sharpen Your Skills & Help Your Clients:

Join us as Jeremy Drobeck, a mortgage financial expert, dives deep into the world of personal money management. This informative session will equip you, the realtor, with the knowledge and tools to confidently:

  • Work up your own personal budget
  • Savings tactics to help you build wealth
  • Discuss personal finance basics with your clients: Feel comfortable guiding clients through conversations about budgets, savings goals, and the financial aspects of homeownership.
  • Understand budgeting best practices: Learn how to create a budget that works, and how to effectively communicate these strategies to your clients.
  • Empower your clients on their homeownership journey: By understanding personal finance, you can better support your clients in making informed decisions about their biggest purchase.
Here’s what you can expect:
  • A delicious lunch provided, so you can focus on learning.
  • An interactive session with Jeremy Drobeck, packed with valuable insights and actionable tips.
  • Networking opportunities with fellow Kalamazoo-area realtors.

Don’t miss this chance to elevate your realtor game and become a trusted resource for your clients!


LIVE EVENT – NOTE the change in venue this year

Date: Thursday, April 4th, 2024

Time: 12:00 – 1:30

Location: Travelers Cafe & Pub – 5225 Portage Rd, Portage MI 49002

Limited Seating. RSVP required.  Lunch will be provided.


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Is Your House Holding You Back From Your Dream Retirement?

Retirement – a time for freedom, exploration, and pursuing your passions. But is your current home the perfect partner in this exciting new chapter?

If your house feels too big, too expensive, or simply inconvenient, downsizing could be the key to unlocking your ideal retirement lifestyle.

Here’s a quick self-assessment to see if downsizing might be a good fit:

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