Homes, Heirs, and Opportunity: What Builders & Agents Need to Know Now

This course equips real estate professionals and builders to navigate the historic Great Wealth Transfer, as aging clients pass significant real estate assets to the next generation. Participants will gain insight into estate planning tools, tax-efficient strategies, and how these shifts impact transactions and investment decisions. The course also strengthens skills for guiding clients and families through legacy conversations, ensuring smoother transitions and better client outcomes.

Presenter: Sergio Oronoz | Financial Educator - Universal Wealth
Sponsorships available email Torrance at tabrams@sabuilders.com