Unsticking Income Properties: How Mortgage Pros Create Willing Sellers and Deal Flow
Join us at the WMBA IP Lunch and Learn!
Program: 12:00pm
Registration:
WMBA Member IN PERSON | Complimentary
Non Member IN PERSON | Complimentary
WMBA Member VIRTUAL ONLY | Complimentary
Non Member VIRTUAL ONLY | Complimentary
Location:
Hillis Clark Martin & Peterson P.S.
999 Third Avenue | Suite 4600 | Seattle, WA 98104
Sponsorship Opportunities:
Gold Sponsor | $250
Registration will close Monday, May 4th, at 9:00am. As of Nov. 1st, 2024, WMBA Programs will be cashless events. Event, drink and raffle tickets must be purchased with a credit card.
REGISTER TODAY
Presentation highlights and key takeaways:
1. Why properties are “stuck”: taxes, management fatigue, and step-up myths that keep owners from listing—and how brokers can provide solutions instead of waiting for listings to appear.
2. Risk management for aging owners: the real costs of “holding on for the step-up” (capacity, fraud exposure, property mismanagement) and how to present safer, client-first alternatives.
3. Create willing sellers: how tax-aware exit paths turn “never sellers” into motivated clients—leading to new purchase loans and referral momentum.
4. New Landlord and Tenant Rules in Tacoma, WA: creating additional incentive for selling rental properties.
5. Case studies: converting illiquid, management-heavy rentals into predictable management-free income, while bringing new buyers to transact.
6. Collaboration beats competition: how brokers and CPA/Advisors team up so each gets “one half of the deal” consistently—versus chasing 100% of nothing.
7. Conversation openers, qualifying questions, and life-event triggers (retirement, widowhood, aging landlords) that reveal hidden inventory.
8. Compliance and building client trust: disclosures, roles and timelines that protect the client
Speaker: Danielle M. Meister CFF®, CDFA® Financial Advisor
Danielle is an Investment Advisor Representative (IAR), Certified Financial Fiduciary®, Certified Divorce Financial Analyst®, holds a Series 65 and health/life insurance licenses. Alongside her internal team of CPAs, Danielle coordinates all aspects of wealth planning: investments, insurance, retirement planning, social security, taxation, real estate/1031 expertise, advanced gifting, and legacy planning for high-networth families.
As a nationally recognized advisor, Danielle has been featured on CNBC, ABC, FOX, and PBS, as well as had the honor of ringing the Chicago’s Cboe Closing Bell. You can also find her on Kiplinger, Seattle’s Warm 106.9 FM-Radio, and the “Growing Her Wealth” podcast.
As a former competitive soccer player, Danielle enjoys skiing, running and pilates. Her husband, Will, graduated from the Air Force Academy and has gone on to be an H-60 Blackhawk helicopter and Delta pilot. Outside of work, Danielle and Will are raising two daughters. They volunteer together at the Ronald McDonald House and proudly support the “Women’s Giving Fund” at the Park City Community Foundation, helping to drive access to quality childcare and affordable housing.
CALL FOR SPONSORS
Support the Voice of Washington’s Mortgage Industry – Become a WMBA Sponsor!
Join us in advancing the mission of the Washington Mortgage Bankers Association — the leading voice of the mortgage industry in Washington State. WMBA is dedicated to educating, connecting, and inspiring our members, clients, and partners to positively impact the communities we serve.
By sponsoring our monthly programs, you help make these impactful events possible while gaining valuable visibility and engagement opportunities.
- Gold Sponsor – $250
- Gold Sponsor will receive 1 Comped Registration and logo on all marketing and website for this event.
Be a part of something bigger — support WMBA and help shape the future of our industry and communities.
REGISTER TODAY
