Real Estate Education for YOU!

Join Preferred Settlement Services—Sarasota’s trusted title company—for expert-led classes on title insurance, smooth closings, and avoiding last-minute delays. Network with top agents, earn CE credits, and close deals faster!

October 15

10:00 a.m. to 11:00 a.m.

Preferred Settlement Services
1605 Main St, Suite 1112
Downtown Sarasota

Are You A Secret Agent?
How to be the trusted real estate advisor without being “salesy.”

Level up with Jamie Styers, local real estate pro & peak performance coach.
Every session brings new topics + real strategies to win more deals!

Sharpen your skills. Elevate your profession. Close more deals.

October 22

10am to 11am
Zoom Session

Smart Strategies: Real Estate Success Through Data and Trends

Description:

Want to know what separates good agents from the top producers? It’s not luck—it’s strategy. In this power-packed class, we’ll dive into the real numbers behind today’s real estate market and uncover the trends that are shaping tomorrow.

From spotting shifts before they hit your competition, to leveraging local and national data for smarter decisions, you’ll learn how to turn insights into income.

Instructor:

Tanna Thigpen, Florida Education Trainer/Florida Learning Center Old Republic Title

October 29

SRQ Motorsports
1940 13th St, Sarasota, FL 34236

Rebuilding Resilience - Seminar & Happy Hour
The Future of Sarasota’s Barrier Islands Post-Hurricane Milton

Join us for an insightful live event tailored for Sarasota and Manatee real estate professionals as we reflect on the progress made since Hurricane Milton devastated our beloved barrier islands.

Discover the challenges, rebuilding efforts, and new opportunities emerging
across Siesta Key, Anna Maria Island, and the surrounding Gulf Coast.

WEBINAR

Click “Register” to see dates and time

Probate, Trusts, Guardianship, and Power of Attorney

As a real estate agent, it’s critical to understand probate, trusts, guardianship, and power of attorney—and how to navigate them when they impact a deal. This webinar will equip you with the knowledge to handle these complex situations confidently, ensuring smoother transactions and happier clients!

WEBINAR

Click “Register” to see dates and time

How to Protect Your Income and Real Estate Assets

Part of the “Building Your Financial House” Series

Description: Let’s be honest: you’re in real estate to build a lucrative career, create a comfortable lifestyle, and provide abundantly for your family. 

If that sounds like you, don’t miss this training!

Learn how to secure your assets as you accumulate them, and what expensive mistake can cost you a fortune!

Instructor: Blake Otto, Financial Coach, PFS Investments

CLASS RECAP!
Retirement Strategies: A Tax-Saving Roadmap

IRA Essentials and the three different accounts that every Real Estate Agent needs to have.

Instructor: Blake Otto, Financial Coach, Primerica Financial Services

CLASS RECAP!
Dynamic Filters

A must-know for posting to social media. Just listed, under contract, and video walk-throughs done in a flash. Forget CANVA!

Instructor: Mike Pyburn

CLASS RECAP!
Buyer Estimates and Net Sheets

Class Objective: Help your clients understand and realistically set their financial real estate goals by generating highly accurate net sheets and buyer estimates in a flash!

Be the ultimate knowledge broker and never have to tell your client that you have to get back to them with numbers, ever again!

Instructor: Real Estate Closer, Sara Huddleston

EVENT RECAP!
HOW TO WIN IN 2025

On November 20, Preferred Settlement hosted its annual Thanksgiving Luncheon at SRQ Motorsports. 

Download the program notes from the phenomenal presentation about what agents can expect in 2025.  Speakers and topics include:

Mortgage Rate Predictions by Yvette Claremont, immediate past president of the Mortgage and Bankers Association of Florida.

Home Owners Insurance: How to wrangle rates in 2025 by Tim and Sarah Kempf, We Insure

Florida Real Estate Policy:  What’s Changing in 2025 by Max Brandow, Vice-President of Advocacy and Member Programs REALTOR® Association of Sarasota and Manatee, Inc.

Design Trends: What’s Hot and What’s Not in 2025 by Ben Wagner, Vice-President of Operations for Florida Design Works

Resources

Resources & Articles

How Hurricane History Can Devastate Your Florida Property’s Title

How Hurricane History Can Devastate Your Florida Property’s Title

Living in paradise comes with a price, (well, besides for higher car insurance)... It's hurricane season. And, while you might worry about storm shutters and flood insurance, there's a quieter threat that most Florida homeowners don't see coming: How hurricane history...

This is What Happens at Your Real Estate Closing

This is What Happens at Your Real Estate Closing

A Step-by-Step Guide Woo Hoo, you've made it! You've found your dream home, survived the negotiations, and navigated the mortgage process. Now comes the final hurdle: closing day. For many buyers and sellers, this is the most mysterious part of the transaction. Will...

Contact Us

From the beginning, our top priority has always remained the same, to look out for the best interests’ of our clients and customers. Give us a chance to earn your business and exceed your expectations. 

orders@preferredsettlement.com

(941) 376-9551

Florida Headquarters:

1605 Main Street Suite 1112 Sarasota, Florida 34236

Mon-Fri: 9am-5pm, Sat-Sun: Closed