Fellowship Roundtable

The Fellowship Roundtable is an exclusive collaborative learning experience hosted biannually by the Eagle Wealth Planning Institute for those who have graduated from the Estate Planning Fundamentals Series, who have exceptional knowledge in estate planning or select colleagues who have received an honorary Fellowship designation.

The Fellowship Roundtable looks forward to bringing together the Fellows of the Institute to explore planning for High Net-Worth Client Families. The attendees of the Roundtable will analyze a High-Net Worth Client case-history, results of the planning, and how those results were achieved. This is an exciting opportunity for attendees to take their affluent client planning to the next level.

This year’s Fellowship Roundtable will meet:

     Tuesday, June 6, 2017, at 8:30 a.m. – 11:00 a.m.

    Tuesday, December 5, 2017, at 8:30 a.m. – 11:00 a.m. – Holiday Celebration

Invitation to any of the Eagle Wealth Planning Institute events is by invitation only. 

If you have any questions regarding the Fellowship Roundtable or how to become a member of the Eagle Wealth Planning Institute, please contact Cassidy Dugan at (317) 726-1714, ext. 10, or cdugan@eagleandfein.com.