05 Apr The Eagle Institute: How and Why to Engage Your Clients in the Estate Planning Process

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 that can be passed on to others! We will see everyone again in June for session 2.