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Small Business Protection and Retirement Strategies for REALTORS

may, 2020

12may1:00 pm3:00 pmSmall Business Protection and Retirement Strategies for REALTORS1:00 pm - 3:00 pm MST South Metro Denver REALTOR Association - Racine

Event Details

DESCRIPTION: This course will help you manage your real estate practice with a workable, flexible, financial plan. Topics will include:

Managing your Real Estate Practice

  • Cash flow planning
    • Predictable expenses
    • Unpredictable expenses
  • Benefits of LLC or S corp
  • Tax advantages for each plan
    • Individual IRA
    • SEP
    • Simple IRA
    • Owners 401k
    • Non-qualified tax efficient planning

Protecting your practice and your family:

  • Death
  • Disability
  • Unforeseen illness

INSTRUCTOR: Mary Sue Kenny
Mary Sue Kenny was born and raised in Colorado.  She is married with three adult children.  Her career began as controller for Western Fasteners, Inc., family owned and operated by her Father and 2 Brothers.  She stayed at home with her children until 2004, when she began to work for a non-profit.  In 2011, she began her current career with AXA Advisors, LLC.  As a financial consultant. 
Real Estate professionals provide individuals their expertise on one of the most important financial decisions a person can make.  That is buying property or a home.  I provide the similar expertise. Personal finances are among the most important decisions a person will make.

Retirement Planning Specialists, 2019, AXA Equitable at Retirement
 Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Only a select group of AXA Advisors financial professionals nationwide quality for and complete this elite program.

Financial Consultant, 2011 to present
Consulting for families, individuals, small businesses, and women owned businesses. Specializing in Employer sponsored retirement plans. Deferred compensation planning. Long Term Care planning, estate planning. Financial education.

Financial Consultant, Business Strategies Group of the Rocky Mountains, A Division of AXA Advisors, LLC.
Business consulting on transition planning, key employee planning retirement planning.  Educating business owners on using the value of their business for their personal and financial goals.

Credentials

  • University of Denver, Daniels College of Business, Bachelor of Applied Science, Marketing
  • AXA at Retirement, Retirement Planning Specialist 

Licenses

  • Series 7 and 66
  • Health and Life Insurance

FREE for SMDRA Members
$20 for all Others

CE Credits: 0

Refreshments Provided By SMDRA Affiliate Business Partner:
TBD

Time

(Tuesday) 1:00 pm - 3:00 pm MST

Location

South Metro Denver REALTOR Association - Racine

6436 South Racine Circle

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