20 Mar 2023 Eagle Wealth Planning Institute

03.20.2023

Welcome to Eagle & Fein, P.C. 

The Eagle Wealth Planning Institute, Powered by Inheralink® is starting up again with our first session on April 4! We would love for you to join us as we discuss “How and Why to Engage Your Clients in the Estate Planning Process”

We currently have two series that we are presenting: Estate Planning Fundamentals and Business Succession Planning. We alternate between the series with one session per month, usually on the first Tuesday! We offer the sessions in person at our office and via Zoom.

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