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

When: March 7, 2016
1:00 PM to 4:00 PM
Where: Orlando Regional REALTOR® Association
1330 Lee Road
Orlando 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? Understand 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
Robert Gress

Jim 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 both a Certified Financial Planner® and a Certified Public Accountant, with a Personal Financial Specialist designation. He maintains Series 63 and 65 securities licenses and variable, life, and disability licenses in Florida.

For more information, please visit



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Course date: March 7, 2016
Course time: 1:00 p.m. - 4:00 p.m. (Check-in begins at 12:30 p.m.)

ORRA members: FREE ; non-members: $15
On-site Registration: +$15

Business casual attire requested for educational programs.

Dorman Financial Management, P.A., 341 N. Maitland Ave., Ste. 340, Maitland, FL 32751, Phone: 407.774.6815
Dorman Financial Management, P.A. is registered as an investment advisor with the SEC. The firm only transacts business in states it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

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