11 Feb Eagle Wealth Planning Institute Inducts New Fellow
INDIANAPOLIS, February 11, 2019– Matt Koehling, a financial advisor for Raymond James, has become a Fellow of the Eagle Wealth Planning Institute. The induction took place in January honoring Matt for the completion of the Estate Planning Fundamental series. Matt has shown a desire to enhance his scope of knowledge in the planning process to better serve his clients’ needs.
Fellowship is by induction only and extended to financial advisors and/or planning professionals who have successfully completed the Eagle Wealth Planning Institute series on either Estate Planning Fundamentals or Business Succession Planning Fundamentals. These candidates demonstrate a desire to expand their technical knowledge in order to better address and advise clients with varying requirements of the planning process.
Fellows are invited to the biannual Eagle Wealth Planning Institute Roundtable Events as well as special events hosted by Eagle & Fein, P.C. throughout the year.
To learn more about the Eagle Wealth Planning Institute workshops, please contact Melissa Claycomb at MClaycomb@eagleandfein.com.