This program is tailored for professional advisors seeking to deepen their expertise in guiding clients on rental income properties.
By focusing on the often-overlooked complexities of this asset class, the presentation will address the risks to a client’s financial outlook of providing insufficient advice on rental property investments and the profound impact of helping clients ask deeper questions about their real estate equity. It will challenge the traditional belief that “location, location, location” is the most important factor, suggesting that a broader perspective is necessary.
The session will also explore the real estate cash flow model, equipping advisors with practical tools to answer common client questions such as, “How is this property performing?” and “Should we keep or sell?” Additionally, the program will emphasize the value of collaborating with other professionals, especially when considering tax-deferred strategies for appreciated rental properties.
This program is designed to engage the audience, address common challenges, and equip professional advisors with tangible strategies they can apply immediately in their practice.
In "Critical Insights for Advising Clients on Rental Income Properties" with Rich Arzaga, you will:
- Recognize the critical role of rental income properties in a diversified financial plan;
- Understand the opportunity costs of a client not measuring the contribution of their income property to their plan;
- Move beyond location-based advice to consider other essential factors in property selection;
- Apply case study insights to real-world client scenarios.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Rich Arzaga, CFP® CCIM.
Meet Rich Arzaga, CFP® CCIM
Retirement planning experience
Rich Arzaga is a unique blend of financial planner and real estate expert, holding the rare dual credentials of CERTIFIED FINANCIAL PLANNER™ and Certified Commercial Investment Member (CCIM), the top designation in commercial real estate.
Retirement planning thought leadership and expertise
As the Founder of The Real Estate Whisperer Financial Planning, he helps real estate investors and their advisors navigate complex decisions, such as buy-sell-hold strategies, cash flow modeling, 1031 exchanges, and advanced tax strategies. Rich is a long-time, honored instructor in the UC Berkeley Personal Financial Planning program. As an alternative to working out extensively, he has visited all 30 Major League Baseball parks.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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