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Lunch & Learn

November 22 @ 12:00 pm - 12:45 pm

Formations helps real estate agents maximize their financial potential and increase their take-home pay by removing the guesswork from managing their business finances. By following the Formations playbook and leveraging our technology, Formations customers make better financial decisions, averaging over $11K in tax savings and contributing over $18K towards retirement annually, putting them on target to save an additional $1.5 million by they time they retire.

Amanda Lampert & Lauren Newton

Amanda Lampert & Lauren Newton share in the role of educating and are Business Consultants with Formations dedicated to educating, supporting, and empowering real estate professionals with the tools needed to take control of their finances.

Many agents and brokers struggle with the balancing act of managing back-office tasks while growing their business. At Formations, we understand the challenges self-employed professionals face daily and have developed a solution that will give you insight into your business financials and help you secure your future.

Here is an overview of the session:

 Learning to manage your business expenses early on will prevent financial missteps down the road

 The high-production mindset results in larger tax burdens – be mindful of how to structure your business to protect your bottom line

 The same way you leverage the right team members for growth, be sure to partner the right services to support your personal and business growth      Lunch and Learn Flyer St. George KW UT 11.22.22


Food is being provided, we ask that you RSVP using the link below so we may ensure there is enough for everyone!



November 22
12:00 pm - 12:45 pm
Event Category:


Sierra Gardiner


308 W Tabernacle St.
308 W Tabernacle St.
St. George, UT 84770 United States
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