Financial Strategies for REALTORS & Clients – Calgary Real Estate Meetup

Are you a Realtor or business owner in Alberta looking to provide more value to your clients — while protecting your own financial future?

Join Roy Freeborn and Sheree Offord, Licensed Financial Associates, for a practical and interactive session designed to help you understand key financial tools that directly impact your work in real estate.

### Why Attend?

• For Your Clients: Learn how term life insurance, First Home Savings Accounts (FHSA), and CHIP Reverse Mortgages can make home ownership and retirement planning easier for buyers and sellers in Alberta.

• For Realtors: Discover how income protection, living benefits, retirement planning, and legal shield services can secure your career, protect your family, and prepare your exit strategy from the industry.

• For Investors and Small Business Owners: See how a combination of investments, pension plans, disability coverage, and employee benefits can safeguard business continuity and enhance long-term financial stability.

### About the Speakers

• Roy Freeborn brings over 30 years of experience in finance, having served as Director of Finance & Administration at Bow Valley College, Financial Officer for a federal government department representing 43 Indigenous Nations, and a founding member of several charities. Learn more here.

• Sheree Offord, B.Comm (University of Calgary), has worked in law, accounting, and tax with Revenue Canada before shifting to financial services. She specializes in helping Albertans align financial planning with lifestyle goals.

### What You’ll Take Away

This session goes beyond theory — you’ll leave with actionable strategies you can immediately use with your clients, including:

• Explaining the FHSA (First Homes Savings Account) as a tax-advantaged tool for first-time buyers.

• Positioning reverse mortgages as an option for older clients to unlock home equity.

• Comparing bank-offered creditor insurance vs. term insurance and why the latter protects your clients better.

• Understanding how to integrate financial services into your client conversations to build stronger trust and long-term relationships.

📍 Location: First Floor Boardroom of KO Realty Office (301 14 ST NW.) - Follow the sign please.

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