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In-Person CE Class; From Commissions To Wealth: What Every Agent Should Know
May 6 @ 10:30 am - 11:30 am
1 CE credit offered
Hosted by: Wealth Advisors Northwest LLC
Speaker: Britton Wellington, EA, CFP
Britton is a registered CFP Professional an Enrolled Agent with the IRS. These designations, along with his industry experience, provide him with a unique, in-depth understanding of financial and tax planning topics. He focuses on self-employed individuals and families, with a particular interest in helping clients align their goals and values to create Financial Freedom. Britton has been with our firm since 2017 and is an Oregon native. He enjoys spending time with his family, playing disc golf and backpacking throughout the PNW.
Topics Covered:
- Cash Flow Prioritization: Turning Commissions into Wealth
- Defining the Goal: Building Wealth Beyond the Next Sale
- Smart Investments: Where to Put Your Money
- Tax Efficiency: Keeping More of Your Commission
- Risk Management: Protecting Yourself and Your Business
- The Exit Plan: Creating Long-Term Financial Security
