We had an incredibly successful turnout at our Leveraged Planning event on May 15, 2018!
Strategic Marketing along with Keith Harris, and Harry Drozdowski, hosted a lunch and learn for a group of financial advisors, CPA’s, attorneys etc. We discussed the benefits and uses of leveraged planning, and how it can be implemented into a financial plan for a high networth business owner. All of the attendees left feeling enlightened and excited. We’re looking forward to our next event.
Watch the highlights from our last event below: