11 Apr Business Succession Planning: Session 1
04.11.2022 Welcome to Eagle & Fein, P.C. Brian A. Eagle Presents: "Preparing the Business for Succession" Tuesday, May 3, 2022 at 8:30 a.m. ...
04.11.2022 Welcome to Eagle & Fein, P.C. Brian A. Eagle Presents: "Preparing the Business for Succession" Tuesday, May 3, 2022 at 8:30 a.m. ...
04.05.2022 Welcome to Eagle & Fein, P.C. The first session of the Eagle Wealth Planning Institute was a success! We were able to welcome attendees back into the office as well as host attendees via Zoom. We hope everyone gained valuable knowledge about the estate planning process...
03.28.2022 Welcome to Eagle & Fein, P.C. Help us congratulate Chris Baker on his promotion! Chris Baker, Director of Legacy Administration Services, LLC. Chris is the director of Legacy Administration Services, LLC. He is a graduate of Johns Hopkins University, and is currently continuing his education at Indiana Wesleyan...
03.21.2022 Welcome to Eagle & Fein, P.C. There are a few new faces around the firm! We would like to welcome: Ruth Olive, as the Business Transaction Coordinator/Estate Administrator. Ruth joined Eagle & Fein, P.C. as the Business Transaction Coordinator/Estate Administrator. In this role, Ruth assists in all aspects...
03.18.2022 Welcome to Eagle & Fein, P.C. Help us congratulate Rachel and Pete on their growing family! The firm showered and celebrated Rachel, our "mom to be" last week! We are over the moon for her and Pete to welcome their baby girl in April. Eagle & Fein, P.C....
03.14.2022 Welcome to Eagle & Fein, P.C. Help us congratulate Tori Bogema on her promotion! Tori Bogema, Estate Planning Coordinator. Tori is the Estate Planning Coordinator for Eagle & Fein, P.C. In this role, Tori assists in all aspects regarding the estate planning process, including, but not limited to,...
03.08.2022 Welcome to Eagle & Fein, P.C. Brian A. Eagle Presents: "How and Why to Engage Your Clients in the Estate Planning Process" Tuesday, April 5, 2022 at 8:30 a.m. ...
03.07.2022 Welcome to Eagle & Fein, P.C. Help us congratulate Rachel Jones on her promotion! Rachel Jones, Law Clerk/Summer Associate. Rachel is the Law Clerk/Summer Associate for Eagle & Fein, P.C. Rachel supports all aspects of the estate planning process including, but not limited to, preparing living trusts and wills,...
02.28.2022 Welcome to Eagle & Fein, P.C. There are a few new faces around the firm! We would like to welcome: Kendra Barackman, as the Office Coordinator. Kendra is the Office Coordinator for Eagle & Fein, PC. Kendra supports all aspects of the office including, but not limited to, scheduling...
02.21.2022 Welcome to Eagle & Fein, P.C. There are a few new faces around the firm! We would like to welcome: Wendy Jolliff, as the Annual Meeting Coordinator/Estate Administrator. Wendy joins Eagle & Fein, P.C. as the Annual Meeting Coordinator/Estate Administrator. In this role, Wendy assists in all aspects...