The PREC Planners

Agents and brokers, have you signed up for our newsletter? Don't miss out on important news and opportunities! January Edition: - Behind The Planner: A Personal Note From JoAnne - Upcoming Workshops Tax Tactics- Jan 22nd PREC.. Now What? - Jan 23 - Ask the Planner: What happens to my PREC when I stop working in real estate? - Smart Investing Tips: What’s the Best Way to Save for Taxes? - Testimonial of the Month: Tanya Avery #precplanners #FinancialPlanning #SmartInvesting Sign up now: (at the bottom of the page) https://lnkd.in/e2qW2s3a

A huge thank you Amanda Spencer and the team at OneFish Creative for their incredible support in elevating our marketing and website! Their expertise allows us to focus on what we do best—partnering with real estate agents who understand the importance of staying in their zone of genius. Just as they excel in their field, we’re here to help them thrive by sticking to ours. Together, we’re proving the power of collaboration and specialization! #precplanners #financialplanning #expertadvice Check out the team at OneFish Creative https://lnkd.in/eEiTc4Vz

Real estate professionals know how important referrals and reviews are in their business, so we really appreciate it when they take the time to give us a 5-star public review!! Thank you, Tanya Avery ⭐⭐⭐⭐⭐ "My husband and I have been working with JoAnne Martin on our financial planning for nearly a year, and we couldn’t be more pleased with the experience. I first met JoAnne at a seminar she hosted for the C21 Brokerage, where she impressed us all with her deep understanding of Real Estate Corporations and strategies for maximizing their potential. We connected soon after to create a personalized financial plan for our family. JoAnne is exceptionally knowledgeable, particularly when it comes to maximizing the use of and investing with Real Estate PRECs, and has provided us with clear, tailored guidance that’s been invaluable. Her expertise has given us a lot of confidence in our financial future. We also appreciate her professionalism, her quick responses (even on weekends!), and the thoughtful, individualized approach she takes to fully understand our needs. We highly recommend JoAnne to anyone seeking a dedicated, trustworthy financial planner!" Tanya Avery, Sales Representative, CENTURY 21 Aspire Realty Ltd. Brokerage #precplanners #FinancialPlanning #PREC #gratitudeattitude

JOIN US WEDNESDAY JANUARY 22ND, 2025 12:00 PM TAX TACTICS FOR REAL ESTATE AGENTS: BE TAX-SAVVY WITH YOUR PREC IN 2025 CO-HOSTED BY JACOB MILOSEK AND JOANNE MARTIN REGISTER ONLINE AT www.theprecplanners.ca OR BY EMAILING info@theprecplanners.ca #precplanners #TaxSavvy #PREC

2025 is in full swing! Keep watching for upcoming sessions: PREC…NOW WHAT? UNLOCKING THE POWER OF YOUR PREC A strategic wealth building guide for established agents. What we cover: Review corporate cashflow and taxation including: • Salary versus dividend income. • CPP and RRSP overview -when to and when not to use them. PREC nuances including: • Shareholder restrictions and what they mean to you. • Holding Companies and how they work. • Paying your spouse and family members from your PREC. Sign up for our next online session January 23, 2025 at 10:00AM EST https://lnkd.in/ehGgN6D6 #precplanners #financialplanning #cashflow #taxation

As 2025 begins, many real estate agents are deep into business planning—setting sales targets, crafting marketing strategies, and visualizing growth. But here’s a question: Does your business plan include a financial plan? Without a solid financial strategy, even the best-laid plans can fall short. Think about it: 💡 How will you manage the ebb and flow of commission income? 💡 Are you reinvesting corporate profits strategically to build long-term wealth? 💡 Is your PREC aligned with your personal financial goals? Your financial plan isn’t just a piece of the puzzle—it’s the framework that holds it all together. Let’s ensure your 2025 business plan is backed by a financial strategy that works as hard as you do. 📈 📞 Ready to talk? Schedule a consultation today and start the year with confidence. BOOK NOW:

Our December Newsletter is out!! Subscribe here https://lnkd.in/dVfHCfCW THE PREC PROSPERITY POST In this edition: 🎄Behind The Planner: A Personal Note From JoAnne 💰Tax Tactics for Real estate Agents Register here https://lnkd.in/d-nfZY86 🧑🎓Join Us for our “PREC…Now What?” Session on January 23rd Register here https://lnkd.in/dJVGbcxZ 📣Events Recaps ✈️Success Story of the Month: When Can I Retire From Real Estate? 🙋♂️Welcome to the Team Phil Rayson 💎We’re Officially on Google - leave a review here https://lnkd.in/d6YqQKtH #happyholidays #precplanners #prosperity

As 2025 approaches, it’s time to ask yourself: Are your financial goals aligned with your ambitions? 🚀 For real estate agents with a PREC, a strong financial plan can unlock new opportunities. Here are 5 strategies to get you started: 1️. Revisit your corporate savings plan to ensure it aligns with your long-term goals. 2️. Evaluate investment opportunities that match your risk tolerance. 3. Plan for tax savings by utilizing available deductions and credits. 4️. Set aside funds for unexpected expenses to safeguard your business. 5️. Update your personal and business budgets to reflect any changes in your financial situation. 📞 Let’s take your PREC to the next level in 2025. Schedule a free consultation today and start the new year with confidence. https://lnkd.in/da7j8WtE #precplanners #financialplanning #taxplanning #investmentstrategies #SmartInvesting

🎄✨ What a wonderful way to celebrate the Holiday Season! I was honored to sponsor The Oakville, Milton and District Real Estate Board (OMDREB) Christmas Luncheon and connect with so many incredible professionals in our real estate community. The event was filled with festive cheer and meaningful conversations. It’s always inspiring to see how dedicated and hardworking this community is—and I’m grateful to be part of it. A big thank you to the organizers for hosting such a fantastic event and to everyone who took the time to stop by and chat. Your stories and successes are a reminder of why I love what I do. 💙 Wishing you all a joyful holiday season and an even more prosperous 2025! #precplanners #happyholidays

At The PREC Planners we know that being successful at building your wealth starts by having a plan. Getting started is the toughest part. Where do you begin? Cashflow? Taxes? Investment Portfolios? Pensions? Assets? Debt? Risk management? Goals? Are you and your partner and family on the same page? Sheesh! That’s a lot! Which is why we’ve built the Five Phases of Wealth planning. We have the systems and team to coach you through building and achieving your wealth plan. PHASE 1: Learn and List PHASE 2: Assess and Audit PHASE 3: Plan and Present PHASE 4: Act and Implement PHASE 5: Monitor and Move See the full details here and book your consultation. https://lnkd.in/eY6Q3XQK #precplanners #FinancialPlanning #FinancialSuccess