Trust Liability – Balancing your Bank Statement is Not Enough!

Date/Time
Date(s) - Oct 17, 2024
9:00 am - 12:00 pm

Categories

• Education
• Monthly Meetings

Trust (i.e. Escrow) Liability is core to understanding Chapter 475.05 and the responsibility of a Broker when handling Trust Funds, Escrow and Security Deposits. We will discuss what Trust Liability Means. What is required to fully account for Funds entrusted to a Broker by a Tenant, Buyer or Consumer. We will follow Real Estate license rules and state statutes. The instructor will teach the processes to follow to ensure that a Broker is in proper balance of their account(s). We will cover how to maintain records and review the forms that are required by governing agencies.

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Attendees will be provided with the full manual. The abbreviated 2-hour teaching will cover key concepts in the manual. CE credits will not be provided, this is a mini-course.

Stacey McKay, President of Property Management University, Inc. & Broker/Owner of Rental Home Management Services, Inc has enjoyed 38 years in the Real Estate Profession in Central Florida, 32 years as a Broker. Owning and operating multiple Real Estate brokerages over a span of three decades. Most recently taking over as President, and Broker of Rental Home Management Services, Inc. where prior to the new role was the Business Development Manager from 2008 to 2021. Stacey handled all aspects of Business Development, company branding, marketing and business networking listing hundreds of residential homes one at a time, building a substantial portfolio of Management accounts spanning 6 counties. Stacey is also a RE Trainer, Mediator and Conflict Coach. She earned the Advanced Toastmaster Silver in 2004. She is a Certified Relational Wisdom Instructor with RW360.

Stacey has served on various NARPM® Boards since 2012 to include the Florida State Chapter of NARPM® Board and Orlando-Central Florida NARPM® Chapter. 2022 National NARPM® Southeast Regional Ambassador. Currently serving the Florida State Chapter as 2024-2025 designation chair.

ABOUT STACEY MCKAY

Stacey McKay, President of Property Management University, Inc. & Broker/Owner of Rental Home Management Services, Inc has enjoyed 38 years in the Real Estate Profession in Central Florida, 32 years as a Broker. Owning and operating multiple Real Estate brokerages over a span of three decades. Most recently taking over as President, and Broker of Rental Home Management Services, Inc. where prior to the new role was the Business Development Manager from 2008 to 2021. Stacey handled all aspects of Business Development, company branding, marketing and business networking listing hundreds of residential homes one at a time, building a substantial portfolio of Management accounts spanning 6 counties. Stacey is also a RE Trainer, Mediator and Conflict Coach. She earned the Advanced Toastmaster Silver in 2004. She is a Certified Relational Wisdom Instructor with RW360.

Stacey has served on various NARPM® Boards since 2012 to include the Florida State Chapter of NARPM® Board and Orlando-Central Florida NARPM® Chapter. 2022 National NARPM® Southeast Regional Ambassador. Currently serving the Florida State Chapter as 2024-2025 designation chair.

Light Breakfast/Breakfast Snacks provided (Muffins, Mini Bagels, Fruit Salad, Bottled Water)

• Visit with Affiliates!
• Participate in Drawings!
• Bring Plenty of Business Cards!
• Legislative Updates!

Location
Sunrise Office Center Fort Myers
12381 S. Cleveland Avenue, Fort Myers, 33907

Date & time
Thursday, October 17, 2024
9:00am – 12:00pm

DEADLINE TO RSVP
October 15, 2024 at 5:00pm

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CONTACT

Nancy Jackson – 561-738-0922
[email protected]

THANKS TO OUR SPONSOR

 

 

For paid events, you will be taken to PayPal to complete payment. You do not need a PayPal account to register online. Just choose to pay by debit or credit card.

EVENT CANCELLATION POLICY FOR PAID EVENTS

All Cancellations must be received in writing. If cancellation received 7 or more days before, registrant will receive a full refund less a $20.00 processing fee. If cancellation received less than 7 days before the event, no refund will be issued however, the registration fee can be applied to a later event with a $30.00 transfer charge. No refunds or registration credit will be given if the attendee cancels on the day of the event or does not show up on the day of event.