CRFW: Investing Summit (NO CE/PL) (Fee Event) Online Webinar (Copy)
All Educational Events/Professional Development
Center for REALTOR® Financial Wellness presents

Investing Summit

Wednesday, September 7th, 14th, 21th, 28th 2:00 p.m. EST 
Presenter: Heather C. Liston, E.A., CFP®

Learn from subject matter experts, gain valuable information, participate in the live Q&A, and access exclusive resources after the session.

Price: Members – $50.00 USD; Non-Members – $60.00 USD

Date & Session Details:

  • September 7: Beyond Real Estate - Investing for Absolute Beginners
  • September 14: Beyond Real Estate - Investing for the Seasoned and Sophisticated
  • September 21: Residential Investing for REALTORS®
  • September 28: Intro to Commercial Real Estate Investing

Presenter 1: Heather C. Liston, E.A., CFP®

Heather Liston

Heather Liston is a Certified Financial Planner™ (CFP®) and an Enrolled Agent. She does fee-only financial planning through Hargrave Fiduciary Advisors (, and also prepares tax returns.

Heather studied liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration, and a Certificate in Personal Financial Planning from the University of California at Berkeley. She teaches financial planning courses (including Income Tax and Retirement Planning) and Accounting at UC Berkeley Extension.

Presenter 2: Nick Krautter, REALTOR®

Nick Krautter

Nick Krautter is the author of The Golden Handoff: How to Buy and Sell a Real Estate Agent’s Business and a top REALTOR® since 2006 in the Portland, Oregon market. Nick is an avid golfer, writer, reader, talker and still gets up early, excited about what each day holds.

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9/7/2022 2:00:00 PM to 9/28/2022 3:00:00 PM
Online Webinar ,VA
No CE Credit Offered
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Instructor Information