Hosted by the NVAR Vietnamese Forum

While building relationships with clients, Realtors® often become the go-to resource through many stages of their clients’ lives. You understand how to help your clients build wealth through real estate, but what about protecting their assets?

In this session, you’ll learn from a panel of experts when it’s appropriate to refer your clients to a financial or legal professional.

Moderator:

Jason Howell, Jason Howell Company | Financial Planner

Panel:

Marissa Bagasra, SmolenPlevy Attorneys & Counsellors At Law

Sam Klausner, CPA, Klausner & Company

Ruhi Mirza, Acer Title & Escrow, LLC