The PREC Planners

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

Introducing our Team Member! Meet Phil Rayson, CFP, Investment Associate. Phil’s focus today is to work closely with the PREC Planners Team and use the Conquest Financial Planning Software to prepare written goals-based financial plans for the business owner clients that include their personal short, medium and long-term financial goals. Welcome aboard, Phil! See full bio here: https://lnkd.in/esmGPzGi #precplanners #financialplanning

🌟 Gratitude Post 🌟 A big thank you to Engel & Völkers Ottawa for including The PREC Planners at your 2024 Annual Summit! The event, held at the stunning Fairmont Tremblant in Quebec, was nothing short of exceptional. From the seamless organization to the engaging sessions, it was a pleasure to be part of such a well-executed gathering. The professionalism and energy of the Engel & Völkers advisors are always inspiring. We truly value the opportunity to connect with so many driven and talented individuals. Collaborating with a team like yours makes what we do even more rewarding. Looking forward to continued partnerships and future opportunities to help empower your team with smart financial strategies. 🎉 #ThankYou #EngelVolkers #PRECPlanners #FairmontTremblant #RealEstateExcellence

Who Do We Help? We’ll work with you, the real estate professional, at every stage of your career. REAL ESTATE PROFESSIONALS IN years 0-3 of business: Setting you up for future success REAL ESTATE PROFESSIONALS IN year 4-10 of business: Grow wealth and achieve goals REAL ESTATE PROFESSIONALS IN YEARS 10+ OF BUSINESS: What's next plans See more details https://lnkd.in/e6heAr4D Book a Meet 'n Greet https://lnkd.in/ecygx25w #theprecplanners #FinancialSuccess #RealEstateFinancialPlanning

REMINDER: NEXT SESSION RSVP by Nov 25th Next virtual session: PREC…Now What? Unlocking the Power of Your PREC TUESDAY, NOVEMBER 26, 2024 10:00AM A STRATEGIC WEALTH BUILDING GUIDE FOR ESTABLISHED AGENTS WHAT WE COVER: • When an agent should form a PREC (or not) • 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 Register here: info@theprecplanners.ca

Our November newsletter is out!! Behind The Planner: A Personal Note From JoAnne Most of us reading this are self-employed, and let’s be honest—it can feel like a lot, especially at this time of year. Between conferences, tradeshows, and all the extra energy around the U.S. election, it’s easy to get caught up in the noise...... Sign up and read the full edition here: https://lnkd.in/em2vxi4G

Thank you to Ottawa Food Bank for having us in yesterday. I'll write a more detailed post later about the experience, but I wanted to share that the items they need most right now are: - diapers of all sizes (especially larger sizes) - canned meat (Tuna, chicken) - lentils Snack things like crackers, chocoloates, and deserts are always very welcomed too. Cash donations are most effective as they can buy food in bulk at a discount so your money goes further. One in four fmailies in Ottawa right now are relying on food banks to supplement their food needs.