08/02/2024
I just finished my Keller Williams Certified Real Estate Planner Certification! A Certified Real Estate Planner is:
A licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate the goals of the family.
Super excited about this! Basically to loosely quote Tyrion Lannister - I sell Real Estate and I Know Stuff. It's a curriculum made up of:
Senior Relocation Services
Probate
Trusts
1031 Exchanges
Delaware Statutory Trusts
More to come!