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Wealth Management and Financial Planning for REALTORS®
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Wealth Management and Financial Planning for REALTORS®

When: March 25, 2014
1:30 PM to 4:00 PM
Where: Orlando Regional REALTOR® Association
1330 Lee Road
Orlando, Florida  32810
United States
Contact: Professional Development

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It's Never Too Late or Too Early
to Plan for Your Financial Future

This program is designed to help REALTORS® plan for the future – whether it is investment planning, retirement planning, and estate planning or risk management – this seminar has something that will benefit each participant.

Topics covered will include...

  • Current Economic Update: Get an update from this Certified Financial Planner on the economy and projections for the future.
  • Investment Planning: Many REALTORS® have placed their investment dollars in real estate.
  • Learn about other investments and diversification.
  • Estate Planning: Have you written a will? Under- stand additional estate planning documents, too.
  • Choice of Operating Entity: Discover the pros and cons of the various forms of operating entities.
  • Risk Management: Learn the basic coverage you need both personally and professionally.


Jim DormanJim Dorman, CPA/PFS, CFP®, is senior wealth advisor and president of Dorman Financial Management, P.A. After working as a CPA for 17 years, Jim decided to expand his practice to include financial planning services. Jim is a certified public accountant, with a personal financial specialist designation, and certified financial planner. He maintains Series 7, 24, 63 and 65 securities licenses and variable, life, and disability licenses in Florida.

March 25, 2014
1:30 p.m. - 4:00 p.m.
Check-in begins at 1:00 p.m.

ORRA Members & Spouses: FREE
Non-ORRA Members: $15
On-site: + $15



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Business casual attire requested for educational programs.

Dorman Financial
Dorman Financial Management, P.A., 341 N. Maitland Ave., Ste. 340, Maitland, FL 32751, Phone: 407.774.6815 Securities offered through NEXT Financial Group, Inc. Member FINRA/SIPC. None of the entities named herein are an affiliate of NEXT Financial Group, Inc.

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