SUDOKU
Are You Ready to Level Up Your Estate Planning Expertise?
Join The Eagle Institute!
You already know that our team here at Eagle & Fein is your go-to resource for all things estate planning. But now, if you’d like to learn more about the process and level up your own expertise for your clients, we can help with that, too! Throughout the year, the Eagle Wealth Planning Institute hosts a series of educational workshops focused on estate planning fundamentals. This educational series will provide you with the tools you need to assist your clients in creating and maintaining estate plans that accomplish their long- term goals. After completing all four 8:30 a.m. workshops, you will be inducted into the institute and invited to attend exclusive events. Here’s a rundown of the topics that will be covered: ‘LINKING YOUR CLIENT’S ESTATE PLAN WITH THEIR BENEFICIARY DESIGNATIONS’ — TUESDAY, AUG. 4, 2020 In this workshop, you’ll learn why an advisor is irreplaceable when it comes to helping a client establish a comprehensive estate plan and fulfilling their desire to leave a legacy. You’ll also find out how to offer connections between legal documents and the distribution pattern of assets under management. ‘HOW & WHY TO ENGAGE YOUR CLIENTS IN THE ESTATE PLANNING PROCESS’ — TUESDAY, SEPT. 15, 2020 In this workshop, you’ll learn why proper planning is essential to give clients and their survivors the security and financial benefits they need. You’ll also see how a trust-based plan and an awareness of the different types of estate planning tools can help you customize your clients’ plans while also providing privacy from the probate courts. ‘HELPING YOUR CLIENTS PLAN FOR THEIR DISABILITY’ — TUESDAY, FEB. 2, 2021 Inevitably, over time, your clients will transition from healthy to unhealthy, and how organized this process is depends on them. Once they realize how important it is to plan for their end-of-life care, you can work together to implement a strategy. The sooner that happens, the sooner they’ll qualify for government benefits. ‘USES OF LIFE INSURANCE IN ESTATE PLANNING’ — TUESDAY, MAY 11, 2021 In this workshop, you’ll find out how Irrevocable Life Insurance Trusts (ILITs) can give your clients the option to plan gifts without unnecessary tax consequences. These perks include accumulating assets outside of a taxable estate, avoiding income tax on the accumulated funds, creating a source of liquidity, and protecting them from the claims of creditors.
Paleo Sausage Frittata
Bacon may be a paleo favorite for breakfast, but this hearty sausage meal can be enjoyed any time of day and is the perfect way to mix things up! INGREDIENTS
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3 tbsp coconut oil
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4 green onions, diced
1 lb mild Italian sausage 1 medium sweet potato, peeled and grated
10 eggs, whisked
Black pepper, to taste
DIRECTIONS
1. In a large ovenproof skillet, heat coconut oil over medium heat.
2. Crumble sausage into the skillet and cook until browned.
3. Add sweet potato and cook until tender.
4. Add green onion and sauté for 2–3 minutes.
5. Spread this mixture evenly throughout the skillet. Pour eggs over mixture and sprinkle black pepper over top.
6. Cook without stirring for 3 minutes or until bubbly.
7. Transfer skillet to oven and cook under broiler on low until frittata is cooked through.
To learn more about any of these workshops or register for the series, contact Melissa Claycomb at 317-726-1714 or MClaycomb@eagleandfein.com.
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317-726-1714
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