Strategic real estate planning

Real Estate and Financial Planning for Long-Term Wealth

Wealth that lasts requires more than short-term wins—it takes vision, planning, and strategy. In this practical and forward-thinking session, financial advisor Brenton Harrison and real estate expert Donna Harrison team up to share how integrating real estate and financial planning can set the foundation for generational wealth.

From building a solid financial plan to making informed real estate investments, this session equips you with the tools to think long-term, reduce risk, and build sustainable prosperity.

What You’ll Learn:

✅ How to combine real estate and financial planning for long-term results
✅ Key strategies to build and protect generational wealth
✅ Smart decision-making tips for sustainable financial growth

Presenters:

🔹 Brenton Harrison – Owner & Financial Advisor
🔹 Donna Harrison – Real Estate Advisor & Featured Speaker

🎤 Moderator: Simone Cleaves – Policy Developer & Compliance Consultant Extraordinaire