12 May Brian to Speak at the Financial Planning Association’s May Event

05.12.2023

Welcome to Eagle & Fein, P.C. 

Brian A. Eagle, Managing Attorney, will be presenting at the May 2023 meeting of the Financial Planning Association (“FPA”) of Greater Indiana. Brian’s presentation will be about “Beneficiary Designations and Planning Considerations Following the SECURE Act.”

The Financial Planning Association of Greater Indiana is a community of financial planners in the state of Indiana, that fosters the value of financial planning along with advancing the practice and profession of financial planning through professional growth, networking, education, and mentoring. To learn more about the Financial Planning Association, please their website at http://www.financialplanningassociation.org.

For over 30 years, Eagle & Fein, P.C. has served the Hoosier state in accomplishing our client’s goals and objectives they have for themselves, their families, and their privately-held businesses in fulfilling their elder law, estate planning, and business planning needs from the beginning of the process until the client’s goals are carried to their completion.