Becoming a Scholar
What is a Scholar?
- A Scholar is an estate or elder law attorney who wants to help provide the tools to take a select group of financial and accounting professional’s practices to the next level.
- They strive to provide best-in-class services to their clients by creating purposely designed organized plans.
How do I become a Scholar?
- There are a limited number of Scholar opportunities available per area code.
- To become a Scholar of the Eagle Wealth Planning Institute, you must have a membership with Inheralink® that includes the Scholar program.
What is Inheralink?
- Inheralink is a comprehensive, easy-to-use collaborative digital platform for you and your clients.
- Inheralink makes it simple to organize and manage your clients’ purposely designed organized plans through every stage of their journey.
What comes with the Inheralink Scholar Program?
- Access to the Inheralink collaborative digital platform for your office and clients.
- Curriculum package to teach the Eagle Wealth Planning Institute to financial and accounting professionals in your area. This includes the PowerPoint and all written materials.
- Access to updated curriculum for as long as you are a member of the Inheralink Scholar Program.
- Sample marketing materials to help grow your network of financial and accounting professionals.
I want to become a Scholar, how do I get started?
Contact Inheralink Chief Operating Officer, Elizabeth Lambert at elambert@inheralink.com or 877-822-7566 ext 402 for additional pricing information and to start your journey today!