Retirement Planning for Real Estate Professionals

Build a retirement strategy for fluctuating real estate income while reducing taxes, growing savings, and planning lasting income. Real estate income can change from year to year, but your retirement plan shouldn’t be left to chance. Join Jeffrey Daw, CFP®, of The Tri Harbor Financial Group, for a practical retirement-planning class created specifically for real estate professionals. Learn how to save strategically, manage fluctuating commission income, reduce the impact of taxes and inflation, and build a dependable income plan for retirement. You’ll learn how to: • Understand your future retirement income needs • Maximize SEP IRA, Solo 401(k), and other retirement plans • Plan around irregular commission income • Protect your wealth from taxes and inflation • Create a sustainable retirement income strategy Wednesday, October 7, 2026 10:00 AM–11:00 AM KW Leading Edge Training Room 28 Thurber Boulevard, Smithfield, RI 02917