From Commissions to Wealth: Financial Strategies for Real Estate Agents

Real estate agents are experts at helping others build wealth – but often don’t get the same guidance for their own finances. Join Alexandra Goodelman as she dives into the unique challenges and opportunities agents face when it comes to income planning, taxes, retirement, and building long-term wealth. We’ll cover how to smooth out inconsistent income, set up your business financially, and turn big commission year into lasting financial security. Attendees will walk away with practical, actionable strategies to make their money work as hard as they do!

Alexandra Goodelman is a Financial Advisor at RBC Wealth Management. She helps her clients with wealth planning through RBC WealthPlan and other tools. She works on developing strategies to help clients pursue their important goals. She got her start in the financial services industry in 2018 and joined RBC Wealth Management in 2022. Prior to her role at RBC, she worked at Goldman Sachs and UBS Financial Services. Alexandra earned her degree in business administration from Hartwick College, holds the CERTIFIED FINANCIAL PLANNER® and the Certified Divorce Financial Analyst® professional designations and passed the Series 7, 63 and 65 exams.

Sponsored by Marko Stratakias, Assurd Partners

This event is for real estate agents only, please follow us on Instagram @ShantBanosian and here on Eventbrite to be notified of future events open to consumers, investors, and industry professionals.