Nearly $865 million legally protected and redirected in just six months.

Jerilyn Strong and her team achieved this by helping clients connect tax planning, investment strategy, asset protection, business structure, and long-term wealth planning into one coordinated system.

Most investors work hard to build wealth. The next opportunity is creating a stronger system to support and protect it.

Jerilyn Strong brings experience as a former IRS employee, tax strategist, Interim CFO, and active real estate investor. Her approach helps investors look beyond isolated financial decisions and understand how taxes, entities, insurance, investments, retirement planning, and estate planning can work together.

At this RISE Meetup, Jerilyn will share practical ways to identify gaps, improve coordination, and make more informed decisions as your portfolio or business grows.

This is not a basic tax presentation. It is an action-focused wealth architecture session designed to help you keep more of what you build, strengthen your financial foundation, and prepare for what comes next.

Keep more. Protect more. Build with greater clarity.

What You'll Take Away

01

Build a Coordinated Wealth System:

Learn how tax planning, investing, insurance, real estate, retirement, and estate planning can work together instead of operating as separate strategies.

02

Make Tax Planning More Proactive:

Understand how advance planning can help you organize financial decisions, identify opportunities, and remain aligned with current tax requirements.

03 Use Evidence, Not Emotion:
Explore the research-based principles behind disciplined investing and learn how data can support more consistent long-term decisions.

04 Recognize the Behavioral Wealth Gap:
Identify the habits, assumptions, and emotional patterns that may influence financial decisions, even among experienced investors.

05 Prepare for a Stronger Exit:
Learn how thoughtful business and portfolio structure can support organization, transferability, protection, and long-term value.

06 Build a Lasting Financial Legacy:
Discover how coordinated planning can help protect your progress, support your family, and create greater continuity across generations.

Bring the pieces together and build a stronger financial system around the wealth you are creating.

Featured Main Speakers

Jerilyn Strong

Tax Strategist and CFO Coach

Jerilyn Strong is a former IRS employee, microbiologist, tax strategist, Interim CFO, M&A advisor, and active real estate investor. She helps investors and business owners connect tax planning, investments, asset protection, business structure, and legacy strategy into one coordinated wealth system. In the first half of 2026, her platform helped clients legally protect and redirect nearly $865 million.

PRESENTATION

"Former IRS Auditor: Here’s What They Never Want You to Know"

Spotlight Speaker

Joseph Huang

CEO and President, Synergize Ventures

Joseph Huang will present The CRE Investor Playbook: How to Find High-Growth Markets and Build Long-Term Wealth, sharing practical insights on evaluating markets, identifying sustainable growth indicators, and approaching commercial real estate opportunities with a disciplined, long-term strategy.

Logistic and Capital Networking

Join us live and in-person at Canyon Club Brewery. Free food will be provided and ample time to network with active real estate operators.

Host:

Ali Nasir, RISE Real Estate Investing Community

Date:

Tuesday • July 28, 2026

Time:

6:00 PM to 9:00 PM

Venue:

Canyon Club Brewery

Address:

206 Sycamore Valley Rd, Danville

Reserve Your Seat

We rise faster, go further, and build more wealth, when we do it together.
Space is limited. Fill out the form below to secure your spot.

First Name *

Last Name *

Email *

Phone *

Join a room full of investors, developers, and real estate professionals who'd rather learn from someone who's done the deal than someone who's read about it.

TESTIMONIALS

What others are saying

"Good job on your presentation yesterday. I really liked the part where you mentioned the US currency and how our economic reign is possibly at its peak. You were the only person who brought this up. Love that.”

- Angela Yan

"hello Nasir hope all is well ! I attended the event last weekend and was blown away with all the information you shared with the audience. I wanted to schedule a call with you and see how we can benefit from working together."

- Alex Carvalho

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