Lake Norman RE Meetup

[Caten Murphy]

We are super excited to welcome Jay Neal and Renee Simpson from Advanced Wealth Strategies, Inc., as our speakers this month! If you were in the room for our June meetup, the conversation steered toward several other strategies to fund or expand our investment portfolios; so, we figured it was time to bring in the experts!

Renee and Jay founded Advanced Wealth Strategies after working as colleagues at a large financial planning firm together. They realized that while they had the same passion and philosophies, they had different perspectives and skillsets that could benefit one another's clients. Prior to financial planning, Jay owned businesses in the investment real estate industry. He enjoyed the advising part of those businesses and decided to transition into the more comprehensive financial advising role that he enjoys today. Renee followed in her grandfather's footsteps after college and entered the financial planning business where she specializes in overall retirement tax strategies as well as being certified as a special needs advisor. In addition to providing guidance on wealth accumulation, their practice focuses on protecting your wealth and developing effective tax strategies when you begin to access those assets.

Renee and Jay are a WEALTH of knowledge and I highly recommend being in this room to learn alongside them! We look forward to seeing you guys this month! Please feel free to bring anyone you think may also enjoy this!