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.
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S.O.S. SAVE OUR SALE: WHAT TO DO WHEN YOUR LENDER STALLS WEEKS BEFORE CLOSING!
Did your mortgage lender suddenly go radio silent, request the same bank statement for the fourth time, or drop a last-minute loan denial right before your scheduled closing date?
Yesterday, a panicked real estate agent called my office from Portage. Their buyer had been under contract for three weeks on a home near Milwood. The closing date sat just nine days away.
Out of nowhere, the buyer’s out-of-state call-center lender issued a denial letter. The call-center underwriter miscalculated self-employment write-offs, panicked over an unpermitted porch repair on the appraisal, and threw the entire transaction into the trash can.