02 Apr By Invitation Only – The Fellowship Round Table – Tuesday, June 16, 2015
Posted at 12:18h
in Firm News
We look forward to bringing together the fellows of the Eagle Wealth Planning Institute to analyze planning for High Net-Worth Client Families. We will explore together a HNW client case-history, results of the planning and how we achieved those results. Mark your calendars for this exciting opportunity to take your affluent client planning capabilities to the next level.
The Fellowship Round Table will be held Tuesday, June 16, 2015 at 8:30 a.m.
This is an invitation-only event.