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... read more →
We are excited to open up registration for our next Leveraged Planning event on May 15, 2018. At our Leveraged Planning Workshop for CPAs, Lawyers, Financial Professionals and Business Owners,... read more →
Our Chicago Leveraged Planning Event was a huge success. We brought together Financial Planners, CPAs, and Estate Attorneys to enjoy a gourmet lunch at the gorgeous Evita Steakhouse, network and... read more →
Strategic Marketing Financial Services partnered with Global Financial Distributors to host a Free Lunch and Learn Workshop for Agents, Advisors and CPAs in Atlanta. The presentation offered tips from our... read more →