FINANCIAL WELLNESS IN REAL ESTATE
A BENEFIT PROVIDED EXCLUSIVELY TO MEMBERS OF THE WASHINGTON COUNTY BOARD OF REALTORS®
The Washington County Board of REALTORS® is proud to offer members resources designed to help you understand your financial planning options and prepare for the future, one step at a time. We’ve identified key LOCAL partners who understand the uniqueness of the real estate industry and have a proven record of assisting real estate professionals with key, individualized services. No matter where you are in your career or stage of financial planning, we have something for you, including retirement planning, business planning (including tax and legal services), and investing in real estate.
RETIREMENT PLANNING
THE NEAL MADSEN GROUP
with Merrill Lynch Wealth Management
FREE CONSULTATION to form the foundation of your customized retirement strategy. This discussion includes retirement priorities, objectives, risk tolerance, and the ever-changing financial landscape real estate professionals navigate. Let’s shape your retirement vision together! For complete details & contact information, download brochure.
LEGAL SERVICES
BARRY E. CLARKSON, ATTORNEY
with Clarkson & Associates, LLC
FREE CONSULTATION with our attentive, client-focused team to discuss business declaration, liability protection and tax treatments. Clarkson & Associates pride ourselves on providing clear, simple legal counsel that balances corporate protection without excessive paperwork and legal requirements. For complete details & contact information, download brochure.
TAX & CPA SERVICES
SAVANNAH ROWLEY
with Tax Savi & The Start Up Code
The Start Up Code is a self-paced course teaching foundational business tax strategies at a fraction of the cost of consulting. Understand how your business will be taxed and learn strategies for building wealth in a sustainable way. Let me help you become “tax savi”! For complete details, contact information, and a start up check-list, download brochure.
PHYSICAL & MENTAL WELLNESS
MANAGING YOUR PHYSICAL & MENTAL WELLBEING
We recognize that personal and mental wellness are important in order to perform to the best of your ability in all areas of your life, including in your business. Investing in your personal and mental wellbeing is shown to help manage stress, a common side effect of owning and operating a real estate business.
ERTH Spa is a new, local company that focuses in “contrast therapy” to heal the body and mind. Services include red-light therapy, sauna, cold punge and grounding. Thanks to their partnership with the Washington County Board of REALTORS®, members will receive 15% off any membership package with ERTH Spa.
THE VALUE OF REALTOR® MEMBERSHIP
While membership isn’t cheap, becoming a member of the NAR is a career-long investment that will pay dividends. It provides access to key membership benefits, a support community, a network of fellow REALTORS®, and various discounts and savings. Members of the organization can also use the REALTOR® trademarks to help increase their credibility and respectability.
Additional benefits include…
ADVOCACY
The REALTOR® organization is widely considered to have the most effective advocacy program in the county. We work for you by advocating for federal, state & local policy in itiatives that strengthen the ability of the American’s right to own, buy & sell real property and promote a vibrant business environment for the self-employed.
CONSUMER OUTREACH
Consumers don’t know what they don’t know. Our ongoing consumer campaigns actively differentiate the REALTOR® brand and share with consumers the value REALTORS® bring to a real estate transaction. The goal? To identify REALTORS® as the real estate experts in the local communities they serve.
EDUCATION
Continuing your education beyond pre-licensing school will enhance your industry knowledge, boost your client base & increase you earning potential. REALTOR® members get access to regularly scheduled educational courses to fulfill their licensing obligations and to stay up to date on changing laws, regulations and industry issues.
MLS
The multiple listing service, or MLS, is a tool that allows real estate professionals to learn about and share local property listings in support of the interest of clients. REALTORS® share real property info, while facilitating cooperative transactions. Their clients benefit by having access to the most accurate and real time property information available.
STATISTICAL DATA
Looking for quick statistics for your sales meeting? Listing presentation? Or to share with your SOI? REALTORS® receive the latest research and sales data that provide insight to local market conditions & trends, in easy to read & understand format, and available to share.
KEY BOX SERVICES
Through our partnership Sith Supra Systems, REALTORS® are provided cutting-edge electronic lockbox systems. This makes it easy for REALTORS® to show properties listed & gives homeowners peace of mind knowing all showings are tracked and logged.
HOME TOUR
Home Tour is a weekly event giving REALTORS® an opportunity to network, get current market information and quickly review homes new to the market. This program can provide REALTORS® unique & valuable insight into local market trends.
EVENTS
Regularly scheduled events are provided to REALTORS® to allow for educational and networking opportunities. You’ll learn ideas & initiatives to grow your business and participate in activities that wil ladd long-term value to your future in the industry.
LEGAL HOTLINE
Dealing with legal issues in real estate can be a complicated & confusing busines, even for experienced REALTORS®. The Utah Association of REALTORS® offers a legal hotline where attorneys assist REALTORS® with legal questions and scnearios.
FORMS
We maintain a forms committee that not only provides you with the contracts & forms necessary to a real estate transaction, but continually evaluates the forms to stay current with the ever-changing real estate landscape. REALTORS® have access to these forms through their subscription to the MLS.
COMMUNICATIONS
To assist with your business, we have an extensive communication program that includes email, text, social media posts, etc. so you’ll never miss important news, events or classes.
FOREWARN
FOREWARN is a proactive safety and intelligence app that provides instant knowledge prior to face-to-face engagements to better understand and address risk. REALTORS® gain instant client info prior to face-to-face meetings to better understand and address risk.
ZIPFORMS
Lone Wolf Transactions (zipForm Edition) is a transaction management & document e-signing solution that enables you to quickly and efficiently create digital transaction files, fill them with documents and get them electronically signed by buyers, sellers, and other parties involved in the transaction.
SHOWING SERVICE
BrokerBay is an advanced showing management ecosystem that helps brokerages, salespeople, and teams streamline showings of their listings. BrokerBay is a tool, integrated into our MLS system, and available to all MLS subscribers.
NAR CENTER FOR FINANCIAL WELLNESS
OFFERED BY THE NATIONAL ASSOCIATION OF REALTORS®
The Center for REALTOR® Financial Wellness is a resource designed exclusively to meet the specific financial planning needs of REALTORS®. This comprehensive program includes education materials and resources for wealth building, business planning, and investing in real estate. Click the link to below to access the program, including upcoming webinars, virtual summits, archived webinars, promotional matierals and more.
If you have additional questions about these membership benefits please email [email protected] or call the office at (435) 628-7374.