The Jacksonville Note Exchange brings together Northeast Florida’s leading tax, accounting, asset management, and real estate creative wealth advisors for an educational panel designed to help investors make smarter financial decisions.
Hosted by Jerry Sanders of First Shield Financial, this discussion will feature Matt Lents, CPA and Tax Strategist; Jerel Williams, Asset Management Strategist; Mysti Marcantonio, Fractional CFO; and Steve Potash, Creative Wealth Strategist. Attendees will gain insight into tax planning, wealth-building strategies, financial structure, and creative approaches that can support real estate investors as they grow and protect their portfolios.
This event is designed for investors who want to learn, network, and connect with professionals who understand the financial side of real estate investing.