If you haven’t RSVPd to the Wealth Builder Event, there is still time. Don’t miss this opportunity to invest in yourself and your future. Nationally recognized speakers are ready to help you, our valued agents, pour back into your own lives through investing in real estate, working within the tax system, setting aside money for retirement and developing streams of passive income. We’re even going to talk about wellness and how it can make the difference in your career.

Tuesday, October 22 | 8:30AM – 4:15PM
The Fillmore | 29 East Allen Street, Philadelphia, PA 19123

RSVP Today!

Meet the speakers

The Complete Agenda

9 am | Living Your Exceptional Life – David Krieger, President
What does it mean to live an exceptional life?
PLUS Ceremonial Check Presentation to Ronald McDonald House!

9:15 am | Going All In – Kimberly Alexander
Connect the dots to what you want, why you want it and how to go after it

9:45 am | Creating an Exceptional Future Through Real Estate Investment – Craig O’Rourke, with a panel of local Coldwell Banker agents who have investment properties.
The benefits of building wealth through real estate investing. Topics include income property, fix and flips, and real estate investment trusts.

10:45 am | The Magic of NRT Referral Rewards – David Krieger
How to maximize the benefits of the Platinum Club

11 am | Working Because You Want to, Not Because You Have to – Marc Jacobson
How to get the most out of an SEP account and the magic of Social Security 

11:40 am | Tax Strategies for the Independent Contractor – Adrian Scurtu
Short-and long-term advantages, and changes in 2019 every agent needs to know

12:25 pm | Lunch

1:05 pm | Real Benefits for the Independent Contractor – SPARK Program – Scott Reid
Benefits and education on SPARK – Demonstration

1:25 pm | A Healthy Lifestyle Despite a Chaotic Professional Life – Billy Corbett
Simple steps to take for a healthy lifestyle to enjoy the wealth you build

2 pm | Your Money, Your Life, Your Future – Katie Mild
Understanding money management and how it can grow your future

3:05 pm | Connecting the Wealth Builder Dots – Kimberly Alexander
A call to take action

3:15 pm | A Celebration of Your Success – Networking, cocktails and appetizers