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!
SIGN UP TODAY!
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.
Latest Blog Post
The Family Opportunity Mortgage
Unlocking Homeownership: Supporting Loved Ones with the Family Opportunity Mortgage Program
For many, the dream of homeownership remains a significant milestone. But what if you could help a close family member achieve that dream, even if they face financial hurdles? The Family Opportunity Mortgage Program, often referred to as the Family Assist Program, is a specialized mortgage solution designed to do just that – empower families to support loved ones in purchasing a home.
What is the Family Opportunity Mortgage Program?
This unique program was created to address a common challenge: families who want to assist elderly parents, adult children with disabilities, or other qualifying relatives in buying a home, but where the assisting family member might not be able to occupy the home themselves, or where the assisted family member faces challenges meeting traditional mortgage qualifications alone. It essentially allows family members to secure financing for a loved one’s primary residence, often with more favorable terms than a standard investment property loan.