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So You Want to Be a Landlord… Financial Planning Strategies for Real Estate Investors Webinar Slides

Owning rental property can be a powerful wealth-building tool—but it’s not for everyone, and it’s not always a “forever” strategy. Whether you’re considering your first investment property, currently own real estate, or wondering if it’s time to step away from being a landlord, this webinar will help you evaluate the financial realities and make more confident, strategic decisions. In this educational session, “So You Want to Be a Landlord… Financial Planning Strategies for Real Estate Investors”, we’ll explore how real estate fits into a broader financial plan—from acquisition to optimization to potential exit. You’ll gain a clearer understanding of when rental property makes sense, when it may not, and how to align your strategy with your long-term goals. This is the sixth session in our 2026 “Back to School” series. 

In this webinar, you'll learn:

• How rental real estate fits into a diversified financial plan
• The tradeoffs between cash flow, appreciation, and opportunity cost
• Key tax considerations—both when owning property and when selling
• Financing and leverage: benefits, risks, and planning implications
• Signs it may be time to sell (or avoid becoming a landlord in the first place)
• Exit strategies, including timing, tax impact, and reinvestment options
• How to evaluate whether real estate still aligns with your lifestyle and financial goals

This session is designed for:

• Aspiring landlords evaluating their first purchase
• Current property owners looking to refine or reassess their strategy
• Individuals thinking about simplifying their finances or exiting real estate altogether

Join us to gain clarity, avoid costly mistakes, and make intentional decisions – whether that means getting into real estate, staying the course, or confidently stepping away.