Call Us: 847-388-0010 · marc@strategicmarketingfs.com

Eat, Learn and Grow Your Wealth

Attention all CPA’s, Financial Advisors, Attorneys, and Financial Professionals.

Discover how to reduce your taxable income, maximize your business clients’ retirement savings, and network with high powered business owners and other financial professionals from the Los Angeles area.

This Workshop is Designed to Reveal:

  • Top strategies that can help slash business owners tax bill
  • Tax efficient and cost-effective ways to help your clients save for retirement
  • How to structure a retirement portfolio to maximize tax savings
  • How to use a business as a tax shield
  • Networking strategies that connect you with dozens of highly affluent business owners and financial professionals
  • And much more…

WHAT’S INCLUDED:

Every attendee will also receive a complimentary copy of the Best Selling Book The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement.

Gourmet Lunch will be provided by Shiloh’s American Steakhouse. Your selection includes choices of Steak Tenders, Salmon Filet, Grilled Chicken.

Proven Tactics and Strategies

Grow your Business Network

Maximize Tax Savings

SPEAKERS

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Marc Olswang | Founder of Strategic Marketing Financial Services

Marc builds strong relationship foundations with agents and advisors through his strategic investment platforms that promote wealth accumulation and tax advantaged vehicles.

Through his firm, Strategic Marketing Financial Services, Marc offers a full range of Leveraged Planning options and various financial and insurance services for the high net worth client.

Marc has been in the financial services industry for nearly twenty years. He has given several presentations to financial professionals nationwide.

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Neil Finestone | CEO Finestone Partners

Neil Finestone has more than thirty years working with multiple industries as a Certified Financial Planner and Benefits Consultant advising hundreds of closely held companies throughout the United States and Canada. He guides owners in planning their future exit strategies and work with their companies in designing benefit and retirement plans for their employees.

He has taught the Pension, Risk Management and Investment sections of the CFP designation for the College for Financial Planning and has taught financial planning for California Lutheran University, Loyola Marymount University and California State University at Northridge

Time and Location

Date: Tue, March 26, 2019
Time: 12:00 PM – 1:30 PM PDT

ADDRESS:

Shiloh’s Classic American Steakhouse
8939 Pico Boulevard
Los Angeles, CA 90035

VENUE:

Where culinary tradition meets creative cuisine as never before. Take the finest flavors from French culinary cultures, select internationally renowned wines, fuse them with classic American cuisine and you’ve just sampled Shiloh’s steak house. Warm, classy and eminently inviting with all new upscale décor and an updated dessert menu, Shiloh’s is fine dining with a unique fusion of traditional kosher food using exotic flavors and leading edge cooking techniques.

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Register Today!