Solution 4 - Additional Resources - this is a great little report to hand out at a consumer event, to a CPA education event, or even at a Realtor CE event. The cover page alone is also a good single page handout, as this provides the key days worked to fund the taxes on everything from federal and state, to property taxes.
Solution 4 - the Instructor
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CFP Credits - Submission Form
Solution 4 - CFP / CPA Classes - The CPA Classes are approved now for CFP credits. Most of the classes are 2 hours. We've provided a simple form with instructions on how to submit a list of financial advisors or others that you teach who also desire Certification Credits.
Get The Scoop Realtor CE Event Promotion
Solution 4 - Realtor CE Class Marketing Materials - This flyer sample is being used as part of a summer Realtor CE campaign - ice cream truck and all - with great response.
Educate or Start a Professional Study Group
Solution 4 - Insurance Agent Presentation - Best Practices - Here is a sample presentation organized by Scott Johnson. He presented this to an insurance agent study group. This is an interesting niche to consider, either by asking insurance agents if they participate in a study group (like Don Blanton's Mentor group), or in this case it was a Missed Fortune study group that Scott found in his local market. Consider starting your own study groups for professionals that you lead in your local community. You have a year worth of good content that you could bring to each new meeting until others feel comfortable contributing.
Realtor CE 4 Hour Class Update
Solution 4 - Realtor CE Class - We're behind on the release of a new version of this, so I went ahead and corrected a few typos, and updated the slides that had last years data in them. This should be helpful until we get the new version format up on the site.
Realtor CE Press Release to Local Realtor Board
Solution 4 - Real Marketing Materials - One of our star teams, High Sierra Mortgage (Mari and Liz), shared with us a press release they recently used to promote their Realtor CE event with a local real estate board.
Tic 1031 Q&A Added
Solution 4 - CFP/CPA Classes: We added the full Questions and Answers from our call as a Word Document. These are the 'tough' advisor questions and answers to each. Helpful as a handout if you are teaching the TIC 1031 exchange class to Realtors, Advisors, CPAs, etc. Click the icon to preview the content addition.
