The Building Blocks to Take Your Business to the Next Level
The Eagle Wealth Planning Institute would like to invite you to attend these events series
Upcoming Events
Estate Planning Fundamentals Series
Presented by Eagle & Fein, PC
The Estate Planning Fundamentals is a four part estate planning series focusing on the basics of the definition of proper planning. This series is appropriate for people wanting to sharpen their planning skills and take their practice and services to the next level. This series provides financial and accounting professionals a dynamic and interactive learning environment that will elevate their knowledge of the definition of proper planning and how they can use that knowledge to provide great service to their clients.
This event is by invitation only. If you are interested in attending this series or receiving information on other Eagle Wealth Planning Institute Events, please contact Elizabeth Lambert at elambert@eaglewpi.com.
By attending all four of the Estate Planning Fundamental workshops, you are eligible for Fellowship induction into the Eagle Wealth Planning Institute.
How and Why to Engage Your Clients in the Estate Planning Process
Tuesday, January 7, 2025 at 11:00 a.m. ET
Uses of Life Insurance in Estate & Business Planning
Tuesday, April 1, 2025 at 11:00 a.m. ET
Linking Your Client’s Estate Plan with Their Beneficiary Designations
Collaborating With Other Professional Advisors
Tuesday, July 8, 2025 at 11:00 a.m. ET
Helping Your Clients Plan for Their Disability
Proactive Planning vs. Emergency Planning
Tuesday, October 14, 2025 at 11:00 a.m. ET
Business Succession Planning
Presented by Eagle & Fein, PC
The Business Succession Planning is a four part business planning series focusing on the basics of the definition of proper planning. This series is appropriate for people wanting to sharpen their planning skills and take their practice and services to the next level. This series provides financial and accounting professionals a dynamic and interactive learning environment that will elevate their knowledge of the definition of proper planning and how they can use that knowledge to provide great service to their clients.
This event is by invitation only. If you are interested in attending this series or receiving information on other Eagle Wealth Planning Institute Events, please contact Elizabeth Lambert at elambert@eaglewpi.com.
By attending all four of the Business Succession Planning workshops, you are eligible for Fellowship induction into the Eagle Wealth Planning Institute.
Preparing the Business for Succession
Tuesday, March 4, 2025 at 11:00 a.m. ET
Strategies to Sell to Outsiders
Tuesday, June 3, 2025 at 11:00 a.m. ET
The Legacy Plan
Strategies to Sell to Family or Other Insiders
Tuesday, September 9, 2025 at 11:00 a.m. ET
ESOPs
Strategies to Sell to Your Employees
Tuesday, December 2, 2025 at 11:00 a.m. ET
Charitable Planning Fundamentals
Presented by Eagle & Fein, PC
This event is by invitation only. If you are interested in attending this series or receiving information on other Eagle Wealth Planning Institute Events, please contact Elizabeth Lambert at elambert@eaglewpi.com.
By attending all four of the Charitable Planning Fundamentals workshops, you are eligible for Fellowship induction into the Eagle Wealth Planning Institute.
Charitable Remainder Trusts
Tuesday, February 4, 2025 at 11:00 a.m. ET
Charitable Lead Trusts
Tuesday, May 6, 2025 at 11:00 a.m. ET
Donor Directed Giving
Donor Advised Funds & Private Foundations
Tuesday, August 5, 2025 at 11:00 a.m. ET
Charitable Income Tax Deductions
Tuesday, November 4, 2025 at 11:00 a.m. ET