November 2023

11.28.2023 Welcome to Eagle & Fein, P.C.  It's Tip Tuesday! Tune in each week as we answer common Estate and Business Planning questions and address misconceptions. Is there a question you would like to have answered? Let us know by contacting Kendra Barackman, kbarackman@eagleandfein.com. ...

11.27.2023 Welcome to Eagle & Fein, P.C.  The Eagle Wealth Planning Institute is pleased to present to you our November ESOP Spotlight. This month, we teamed up with Mark Thompson!  Mark is the Vice President of Finance at Wood-Mizer Holdings, Inc. Mark Thompson, MBA, served twenty years as the...

11.23.2023 Welcome to Eagle & Fein, P.C.  As we gather with our loved ones to give thanks and celebrate this special day, we wanted to take a moment to express our gratitude to our wonderful clients! In observance of the holiday, please note that our office will...

11.22.2023 Welcome to Eagle & Fein, P.C.  This weekend our team delivered Thanksgiving meals on behalf of the Woodland Christmas Club program! We are blessed to serve the community during this holiday season. To learn more about Woodland's program, visit their website: https://www.woodlandcc.com/about-the-club/woodland-christmas-club ...

11.21.2023 Welcome to Eagle & Fein, P.C.  It's Tip Tuesday! Tune in each week as we answer common Estate and Business Planning questions and address misconceptions. Is there a question you would like to have answered? Let us know by contacting Kendra Barackman, kbarackman@eagleandfein.com. ...

11.15.2023 Welcome to Eagle & Fein, P.C.  As we enter a season of giving back and giving thanks, we would like to know what you are thankful for? We are thankful for our clients and the ongoing trust and support that you put in us! We are...

11.14.2023 Welcome to Eagle & Fein, P.C.  It's Tip Tuesday! Tune in each week as we answer common Estate and Business Planning questions and address misconceptions. Is there a question you would like to have answered? Let us know by contacting Kendra Barackman, kbarackman@eagleandfein.com. ...

11.08.2023 Welcome to Eagle & Fein, P.C.  Yesterday, Brian concluded the 2023 Eagle Wealth Planning Institute workshop series with a presentation on ESOPs- check out the highlights! We will start up again in January with the first session of 2024- How and Why to Engage Your Clients in...

11.07.2023 Welcome to Eagle & Fein, P.C.  It's Tip Tuesday! Tune in each week as we answer common Estate and Business Planning questions and address misconceptions. Is there a question you would like to have answered? Let us know by contacting Kendra Barackman, kbarackman@eagleandfein.com. ...

11.01.2023 Welcome to Eagle & Fein, P.C.  We are excited to share our Firm Newsletter with you! For the November/December issue, we are featuring the following articles: How to Prioritize Meaning Over Materialism Build Better Habits for Your Teenager's Brain The Top 5 Tax Saving Tips of 2023 Click below...