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!
April 7
1:30 p.m. – 2:30 p.m.
ZOOM SESSION
Ask An Attorney with Michael Infanti
April Topic: 2026 Contract Updates: As-Is, Residential & Vacant Land Agreements Explained
Stay current and confident with the latest 2026 contract changes. This class breaks down key updates to the As-Is Residential Contract, Residential Contract, and Vacant Land Contract, with a focus on what’s changed, what it means for your transactions, and how to protect your clients.
We’ll walk through the most important revisions, common pitfalls, and practical scenarios so you can navigate offers, negotiations, and timelines with clarity. Whether you’re drafting contracts daily or just want a refresher, you’ll leave with a stronger understanding and actionable insights you can apply right away.
April 21
11:00 a.m – Noon
Keller Williams Coastal Living III – Training Room
2001 Siesta Dr. #202, Sarasota
Escrow, Deposits, and Commission Dispute in Florida
Description:
Real estate deals don’t always go as planned and when they don’t, escrow and commission disputes can quickly become complicated. This class breaks down how escrow actually works in Florida, how FAR/BAR contract nuances impact outcomes, and what really happens when a deal starts to fall apart.
What you’ll learn:
• Who actually controls escrow and how that affects your deal
• Key FAR/BAR nuances that influence deposit and commission outcomes
• What triggers mediation and how the process works
• How and why commissions get tied up or lost
• How leverage really works in a dispute and where agents lose it
• Why timing is everything in protecting your position
• What to do before a deal collapses to avoid bigger issues
Instructor: Michael Infanti, Real Estate Attorney
WEBINAR
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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
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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
Cash Deals Are Changing: Understanding the New FinCEN Rule
If you have been hearing about a new federal rule impacting real estate transactions, you are not alone. When news of the FinCEN Real Estate Reporting Rule began circulating, agents generally had one of two reactions. Some assumed it would not affect their deals....
Why The Value of Title Insurance Is Hard to Explain
One of the most common moments of hesitation I see at the closing table happens when a buyer or seller scans the settlement statement and pauses at the line item for title insurance. Agents know that it is important, lenders require it, and attorneys recommend it, but...
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...
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