Course Curriculum

Borrow Smart Retire Rich® Workshop (C100)  At the conclusion of the class, you will be able to: Compare real estate to other types of investments. Review how credit scoring, equity lines of credit, lending guidelines, all impact the client’s wealth. Learn the 7-Steps to a smart borrowing strategy that maximizes wealth development for your clients. Understand specific case studies that show how you can influence the role the house plays in the client’s long term financial well being.	Register Events
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Owning Real Estate Right (C105)  At the conclusion of the class, you will be able to understand: Why the rules of money have changed The benfits of owning real estate How to increase safety, liquidity and return How to utilize your mortgage as an investment tool rather than a liability Practical examples of how to own real estate right	Register
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Real Estate Investing 101 (C110)  At the conclusion of the class, you will be able to understand: The basics of real estate investment How different financing options impact return Tax deductibiliy of investment real estate Creating wealth through real estate investments	Register
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1031 Exchanges (C115)  At the conclusion of the class, you will be able to understand: The benefits of 1031 Exchanges The requirements of like-kind exchanges and the time restrictions The 1031 Exchange Process simplified Wealth creation through 1031s	Register
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Hidden Wealth Workshop (C120)  At the conclusion of the class, you will be able to understand: What is True Wealth? Issues Boomers face as they approach retirement Phases of retirement planning Tax implications on retirement planning and spending Tax-advantaged retirement strategies	Register
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Buying Your First Home (C125)  At the conclusion of the class, you will be able to understand: How to qualify for a mortgage How credit impacts rate, payment, and qualification How to take advantage of special programs with little money down How to clean up less than perfect credit The financial advantages of owning a home vs. renting	Register
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Credit Restoration (C130)  At the conclusion of the class, you will be able to understand: What is a credit score and why is it important? What constitutes good vs. bad credit How does your score rate an how much is it costing you? The credit scoring formulas The 3 steps to improving your credit scores Credit Repair made simple How to protect your credit score during the holidays	Register
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Reverse Mortgages (C135)  At the conclusion of the class, you will be able to understand: The challenges facing retirees How a Reverse Mortgage Works and how it is different The advantages and disadvantages of a Reverse Mortgage Alternatives to a Reverse Mortgage The common misconceptions The tax implications and estate planning considerations	Register
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Tax Impact of Owning Real Estate - Primary Residence (C140)  At the conclusion of the class, you will be able to understand: The tax benefits of owning real estate Why you would pay cash or borrow How LAGTM can impact your return on investment The impact of AMT on your deductibility Common mistakes and missed opportunities	Register
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Tax Impact of Owning Real Estate - Secondary Residence (C145)  At the conclusion of the class, you will be able to understand: The tax benefits of owning investment real estate Why you would pay cash or borrow The Stages of Real Estate Development Client considerations when Buying, Selling or Refinancing investment real estate 1031 Exchanges, Tenants In Common, Sale / Leasebacks	Register
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Wealth and Real Estate (C150)  At the conclusion of the class, you will be able to understand: The tax benefits of owning real estate in Retirement The difference between House and Home How Home Appreciation can actually hurt you Cash Flow considerations Client considerations Practical strategies for retirement planning	Register
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1031 TIC - Effortless Cash Flow (C155)  At the conclusion of the class, you will be able to understand: Investment Property Dynamics What a 1031 Exchange is What a TIC (Tenants In Common) Property is When should I, or my client, consider a TIC The process for initiating a TIC Exchange How to use TICs to diversify real estate holdings	Register
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Mortgage Market Meltdown - Fact and Fiction  (C300)  At the conclusion of the class, you will be able to understand: Who should be concerned The impact of foreclosures on real estate markets The major impact of changes in Lending Guidelines What Buyers and Sellers should do now How you can be well positioned for the future	Register
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Home Ownership Accelerator  (C305)    At the conclusion of the class, you will be able to understand: Pay off your mortgage in 1/3 to 1/2 of the time with no change in lifestyle The HOA as a Reverse Mortgage, Investment Vehicle, and College Planning Tool How the HOA works with case studies The Impact for Real Estate and Financial Professionals	Register Events
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Future Curriculum in Development

• Investor Educations Series - a Series of events to build your knowledge of real estate investments.
• Homeowner Education Series - a Series of events to help you create wealth through real estate.
• Debt Repositioning - how to become debt free faster by repositioning debt.
• House Bank - how to use the house as a personal bank for borrowing.
• Planned Trade Down - for candidates to sell a highly appreciated house and invest the proceeds.
• House Made Gift - for those who want to use wealth in house to provide a large gift to estate or charity.
• College Advance - way for grandparents to pay for college by advancing wealth from their house.
• Second House Now - why waiting to buy a second house may not make sense.
• Home Stretch - how to use the house to maximize wealth creation in the years before retirement.
• MoneyBack Mortgage - how a house can pay you back in retirment.
• 401-K Rollout - how to use the house to assist with a 401-K rollout plan.
• Planned Trade Up - how to utilize the house as a wealth growth tool.
• RM -vs- FM - how to use a deferred interest loan as an alternative to a reverse mortgage
• REAP - how to utilize house equity to buy investment properties.
• HELOC Cash Release - how to utilize the equity line to release cash for other investments.