2023 Eagle Wealth Planning Institute

2023 Eagle Wealth Planning Institute

04.06.2023

Welcome to Eagle & Fein, P.C. 

In addition to our Estate Planning Fundamentals series, the second series we present on is Business Succession Planning! Join us on May 2, 2023 for “Preparing the Business for Succession.”

This first workshop in the four-part series is designed to provide a unique learning opportunity to take your knowledge to the next level by being aware of planning opportunities to introduce business succession planning to your potential and existing business clients.

If you are not currently on our invite list but would like to attend, please reach out!