09 Oct

18CFTAX2 - Solid Financial Strategies for the Client, Consumer, and REALTOR TUESDAY PM - NO CE

18CFTAX2 - Solid Financial Strategies for the Client, Consumer, and REALTOR TUESDAY PM - NO CE

Tuesday, October 9, 2018 (1:30 PM to 4:30 PM)

DoubleTree Overland Park, Overland Park, Kansas

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This seminar focuses on the many financial strategies that individuals can utilize to build a solid financial plan including financial and tax strategies. Specifically, the benefits of the Subchapter S corporation will be discussed as well as a study of which Retirement Plan best suits the need of the specific business model. Social Security retirements benefits will be covered from the standpoint of augmenting rental real estate cash flows and other retirement savings. A discussion of the benefits of the College Savings 529 plan is included in this seminar. The course material benefit everyone, clients, customers, and the professional REALTOR® due to the fact that retirement planning many times is just not given enough attention by the public.   TUESDAY PM - NO CE

DoubleTree Overland Park
DoubleTree Overland Park
10100 College Boulevard
Overland Park, KS 66210

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Bird, Chris
Chris Bird has been in the financial business for over 30 years.   He started his career with a degree in Accounting and a minor in Business Administration. He also holds the Certified Financial Planner designation (CFP).

Chris was a Senior IRS agent for 16 years. He began conducting courses after leaving the IRS and started his own company, Chris Bird Seminars, Inc.  Chris went on to conduct over 125 seminars a year on accounting, financial planning, wealth building, residential rental property ownership, and tax strategies for the real estate and financial industries nationwide. He has presented his widely acclaimed courses multiple times at NAR conventions and most recently presented at Howard Brinton’s StarPower™ Conference in Orlando, FL.

Chris was an adjunct instructor at the University of Illinois in tax law for 20 years.  He is a Senior CRS Instructor and a Senior Faculty Instructor for the Realtors Land Institute. He currently holds his real estate license in St. Cloud, Minnesota.  Chris has a unique way of making a tough subject (taxes and investments) entertaining and enlightening at the same time.

Qualifications Summary

  • Full time, professional speaker, trainer and workshop leader
  • Specializes in wealth building, tax strategies, independent contractor tax issues, retirement, effective money management and using defined benefit plans
  • Is a Certified Financial Planner
  • Has a degree in Accounting and a minor in Business Administration
  • Was a Senior IRS agent for 16 years
  • Currently teaches CRS courses
  • Is current on today’s tax issues and how they affect real estate agents