Retirement Planning for Rental Property Owners

How does your rental property fit into your long-term retirement plan? In this small-group session tailored to Berkeley rental housing providers, Terry Allen, Certified Financial Planner, Accredited Wealth Management Advisor, Behavioral Financial Advisor, founder of Enhance Wealth Advisors, and an instructor at the Berkeley Adult School, will walk through strategies for using rental income, equity, and tax planning to support a sustainable retirement. We’ll discuss timing, cash flow, debt, and exit options so you can make more informed decisions about your portfolio.

Seating is limited to 15 members; advance registration is required.

Out of consideration for our guest presenter and due to limited seating, please register only if you are committed to attending.
If you're unable to make it after registering, please contact us promptly so we may release your seat.