Join Tom Dickson as he shares the lessons he and his wife have learned from 30 years of buying and managing multi-family and commercial properties. The lessons include lease terms that made and cost them money, the pros and cons of partners (and what lawyers cannot help you with!), renting in today’s online world, their experience with renting an Airbnb unit, managing cash-flow and maintenance, and a financing strategy that was a game-changer for their family.
Tom will show how he has used MoneyGuidePro®
to model retirement income streams from investment properties, hypothetical liquidity strategies and the impact the properties may have on his probability of success.
You should attend if:
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
- You advise clients on real estate investments
- You want to learn how to model real estate in MoneyGuidePro or any planning program
- You are considering real estate investments