Strictly Business Planning Series

Exit Strategies for Privately Held Businesses

Succession Planning Options for Privately Owned Businesses

Tuesday, March 3, 2016, 8:30 a.m. – 10:30 a.m.

This will be an interactive learning opportunity to explore different options a privately owned business has when they begin considering succession planning.

ESOPs & How They Can Benefit a Privately Owned Business

Tuesday, July 19, 2016, 8:30 a.m. – 10:30 a.m.

Join us as we discuss the basics of ESOPs and how they can benefit privately held businesses when they are exploring their succession planning options.

Attendance to any of the Eagle Wealth Planning Institute events are by invitation only. 

If you would like more information on the Strictly Business Planning Series or any of the other Eagle Wealth Planning Institute Events, please contact Cassidy Dugan at (317) 726-1714, ext. 10, or