Real Estate Education for YOU!

Performing agents in the Sarasota/Manatee area who would like to keep growing both professionally and personally amongst like-minded peers.

If real estate is your full-time profession and you are either a broker or regularly performing agent, we invite you to apply.

Description:  This session will review and examine the Florida “As Is” contract effective August 2024. The importance of partnering with the title agent along with the understanding the title commitment and title policy; as well as the lender instructions and requirements. The session will conclude with potential pitfalls that may occur and how they can be avoided.

Instructor:  Kelli Quincel, Florida Education Trainer/Florida Learning Center Old Republic Title

Community focused real estate investments. Chat about local deals and structuring contracts with local investment pros and real state attorney, Michael Infanti

Part of the “Building Your Financial House” Series

Description: Confused about life insurance? Having the wrong kind can cost you and your family dearly in the long run!

This session will provide a comprehensive overview of Term and Permanent policies. We’ll explore how they operate, highlight their distinctions, and guide you in choosing the best option to meet your financial goals and safeguard your family’s well-being.

Instructor: Blake Otto, Financial Coach, PFS Investments

Description:

Discover how to establish a strong personal brand as a commercial real estate agent and stand out in a competitive market.

 This class will cover key branding strategies, social media positioning, and marketing techniques to attract the right clients and build credibility.

 Learn how to craft a compelling value proposition that sets you apart and drives long-term business success.

 Whether you’re new to commercial real estate or looking to refine your brand, this session will give you actionable steps to elevate your presence and influence.

 Instructor:

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

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

Instructor: Blake Otto, Financial Coach, Primerica Financial Services

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 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

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

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