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Tax and Budgeting Symposium


April 4th, 2024 | 12pm - 2pm

820 Gessner Rd, Suite 107, Houston, TX 77024

A free learning seminar focused on enhancing the financial
well-being of real estate professionals.

You're Earning More Income in Your Real Estate Career...

But Somehow Find Yourself in Debt

In the fluctuating world of real estate, commissions can rise just as quickly as they fall. It's not uncommon for realtors to find themselves in a challenging financial situation, high earnings often lead to high spending. The lack of financial education can result in unexpected tax burdens and financial instability.


The symposium aims to equip real estate professionals with the necessary knowledge and skills to effectively manage their finances. Caplo Advisory will address these challenges head-on and provide a roadmap for realtors to achieve financial success and security. We believe that through this event, we can make a significant impact on the financial well-being of our local business community.

The New House

The Top Six Financial Issues that Realtors Face are: 

What Will You Gain From This Seminar?

  • How To Create a Budget That Aligns with Your Goals 

  • Tax Planning and Strategies for Reducing Tax Liability 

  • Differentiating Between Being an Agent and a Business Owner 

  • How to Calculate Your Net Worth 

  • The Initial Steps Towards Debt Management

Our Sponsors


Register Your Spot For Free Today!

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