Estate Planning Fundamentals

The Building Blocks to Take Your Business to the Next Level

The Estate Planning Fundamentals is a four part estate planning series focusing on the basics of the definition of proper planning. This series is appropriate for people wanting to sharpen their planning skills and take their practice and services to the next level. This series provides financial and accounting professionals a dynamic and interactive learning environment that will elevate their knowledge of the definition of proper planning and how they can use that knowledge to provide great service to their clients.

  • How and Why to Engage Your Clients in the Estate Planning Process: The Six Questions or Estate Planning – Tuesday, February 14, 2017, at 8:30 a.m.
  • Uses of Life Insurance in Estate & Business Planning: The Irrevocable Life Insurance Trust – The Level II Plan – Tuesday, May 16, 2017, at 8:30 a.m.
  • Linking Your Client’s Estate Plan with Their Beneficiary Designations: Collaborating With Other Professional Advisors – Tuesday, August 8, 2017, at 8:30 a.m.
  • Helping Your Clients Plan for Their Disability: Proactive Planning vs. Emergency Planning – Tuesday, November 7, 2017, at 8:30 a.m.

This event is by invitation only. If you are interested in attending this series or receiving information on other Eagle Wealth Planning Institute Events, please contact Cassidy Dugan at (317) 726-1714, ext. 10, or at