03 Aug August Eagle Institute Highlights

08.03.2023

Welcome to Eagle & Fein, P.C. 

This week, the Eagle Wealth Planning Institute presented the third session of the Estate Planning Fundamentals Series. “Beneficiary Designations and Planning Considerations Following the SECURE Act” Check out the highlights!

We hope you can join us on September 12 for “The Legacy Plan – Selling to Insiders or Family”