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
When to Refinance My Mortgage in Kalamazoo: Your 2026 Financial Flight Plan
What if the “perfect time” to adjust your financial flight path isn’t a distant destination, but a specific set of coordinates you’ve already reached? With Kalamazoo home prices climbing 8.7% over the past year, many neighbors are sitting on significant equity but feel grounded by the confusion of closing costs and breakeven points. Deciding exactly when to refinance my mortgage in Kalamazoo requires more than just watching national headlines; it demands a local perspective on how to use your home’s value to gain better financial lift.
It’s completely normal to feel a bit of turbulence when you consider resetting your loan term or navigating Michigan’s 6.56% average refinance rates. You want to ensure that any move you make provides a smoother journey, whether that’s through lower monthly payments, a faster path to a debt-free home, or a cash-out for those long-awaited renovations. This 2026 flight plan will show you how to read the local market signals and calculate your precise trajectory. We’ll break down the real costs of refinancing in Kalamazoo County and help you determine if the current conditions offer the clear skies you need to reach your goals.