NW | Helping Your Clients With Financial Wellness
Tue, Aug 05
|NW Market Center | Living Room
Help your clients move from "I can't" to "Here's how!" Learn to overcome financial objections with real, no-cost solutions from UFCU.
Time & Location
Aug 05, 2025, 1:00 PM – 2:30 PM
NW Market Center | Living Room, 9606 N Mopac Expy, Austin, TX 78759, USA
Guests
About the Event
Helping Your Clients With Financial Wellness Hosted by Patricia Perez, Business Development Specialist at UFCU
It’s not just about credit scores—it’s about creating real opportunities. In this empowering session, you'll learn how to support clients who think homeownership is out of reach. UFCU offers proven, no-cost financial wellness tools and programs that make a difference. Patricia Perez will walk you through the top financial objections clients face and how to confidently navigate those conversations with empathy, clarity, and real solutions.
Whether you're a tenured agent or just starting out, this class will equip you with the knowledge to be more than just a real estate expert—you’ll be a trusted resource in your clients' financial journey.