BOCA: Lunch and Learn- Retirement and Wealth Building
Instructor:  Eric A. Bruns
Sponsored by: Jillian Montague with Core Title
BOCA - Boca Raton Location: 3200 N Military Trail #102
3200 North Military Trail #102
Boca Raton
3200 North Military Trail #102, Boca Raton
As a Realtor you're constantly on-the-go. Open houses, late-night calls, prospecting, marketing, showings…unrealistic client expectations? All your time and energy goes into helping your clients achieve their goals. With all that energy going into your business, how much time and effort are you devoting to investing into your own current and future well-being?

While everybody's goals are different, saving for a comfortable retirement tends to be a common denominator amongst most people. However, there are so many different ways (and acronyms) to help achieve your goals. 401k? Roth IRA? Traditional IRA? SEP IRA? HSA? SSA? It's enough to make your head spin...

Here are some key points we will hit on:

• Retirement savings options if you don’t have an employer sponsored retirement plan. How can it impact my current and future tax bill?
• How much can you rely on Social Security for retirement income?
• What role can investment real estate play in saving for my future?
• How can you educate your clients on ways to leverage their retirement accounts and non-traditional lending when buying a home?
Lunch is sponsored by: Core Title

By registering for this in-person event, you hereby agree to the Broward, Palm Beaches and St Lucie REALTORS(R) COVID-19 Waiver of Exposure Risk and Liability:

To CANCEL your class registration, please email class name, date, and location to or call 561-353-9190.

Class cancellations for “Specialty” courses (Designations/Certifications/license renewal) received within 3 business days of the class start day will be subject to a $20 cancellation fee, which would result in a partial refund of the paid registration fee. If the aforementioned registration was not paid, an invoice for the $20 cancellation fee will be applied.

Members who “No Show” a class without notice of cancellation prior to class will not be eligible for a refund of the registration fee.