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APEG Membership
A Community of Professionals Engaged in Comprehensive Planning
92 Course Bundle
$149/month
APEG Membership for the SPS Family
A Community of Professionals Engaged in Comprehensive Planning
86 Course Bundle
$2,295/year
SPS Family Financial Planning Community
Powered by APEG
Contact Us 800-568-2444 Contact Us 800-568-2444
$2,750
Advisor Group Jump Start - Cohort 4
December 2022 Cohort
Contact Us 800-568-2444 Contact Us 800-568-2444
$2,750
Advisor Essentials for Producers Choice Network
Ongoing Professional Development
91 Course Bundle
$1,495/year
Advisor Essentials for Advisor Group
Building a Competitive Advantage through Knowledge
92 Course Bundle
$48/month
Advisor Essentials for Woodbury Financial Services
Building a Competitive Advantage through Knowledge
91 Course Bundle
$1,495/year
Advisor Essentials for Advisor Nation
Building a Competitive Advantage through Knowledge
98 Course Bundle
FREE
Maximizing Your Clients’ Employee Benefits
October 12, 2022
Liza J. Hecht, Esquire Liza J. Hecht, Esquire
$79
Helping Your Clients with Estate Planning
October 5, 2022
Leah Del Percio, Esquire Leah Del Percio, Esquire
$79
The SECURE Act & New Proposed IRS Regulations
September 28, 2022
Jay Kautt, JD Jay Kautt, JD
$79
Maximizing the 3 Buckets of Revenue
September 8, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Best practices for working with clients using Artificial Reproductive Technology
August 10, 2022
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
$79
Social Security Income Planning, how to Maximize Your Clients Benefits
August 3, 2022
Martha Shedden, RSSA, CRCP Martha Shedden, RSSA, CRCP
$79
Leverage the Fair Market Value of Life Insurance
July 20, 2022
Jamie L. Mendelsohn Jamie L. Mendelsohn
$79
Retirement Lost to College Cost?   The Long-Term Impact of Short-Sighted Planning
June 22, 2022
D. Andrew Hickman D. Andrew Hickman
$79
Cyber Exposure, Know the Risks and How to Stay Protected
June 8, 2022
Ben Rathbun, M.B.A. Ben Rathbun, M.B.A.
$79
Let’s Talk about Bitcoin, Blockchain, & Other Digital Assets
May 25, 2022
Ric Edelman Ric Edelman
$79
Adding a “Letter of Wishes” to your Estate Plan
May 11, 2022
Jill L. Miller, Esq. Jill L. Miller, Esq.
$79
The Sandwich Generation: Helping Your Clients Plan for Their Parents and Themselves
April 13, 2022
Elizabeth Forspan, Esquire Elizabeth Forspan, Esquire
$79
The Power of the MEC
March 30, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Being an Ally:  An Introduction to working with the LGBTQIA Community
March 12, 2022
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
$79
A Financial Planners Perspective on Trust Funding
January 27, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Legislative Proposals and their Impact on the Financial Industry - Audio Only
January 12, 2022
Hanna Y. Laver Hanna Y. Laver
FREE
Income Planning: How to Prepare Your Clients for Rising Inflation
December 15, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
401(k) Plans: Connecting with Business Owners & Their Employees
December 9, 2021
Rickie Taylor Rickie Taylor
Estate Planning: Revisiting Irrevocable Life Insurance Trusts
November 17, 2021
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
What’s So Special About Special Needs Planning?
September 22, 2021
Russell J. Fishkind, Esq. Russell J. Fishkind, Esq.
$79
Understanding Blockchain and Digital Assets
September 15, 2021
Ric Edelman Ric Edelman
Cutting Through the Complexity of Structured Annuities
August 18, 2021
Scott Stolz, CFP®, RICP® Scott Stolz, CFP®, RICP®
Delaware Statutory Trusts (DSTs) – A less hands-on way to benefit from a 1031 exchange
August 11, 2021
Richard Hillson Richard Hillson
$79
Wealth Transfers through Purposeful Gifting
July 15, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Leveraging Tax Deferred Annuities in Irrevocable Trusts
June 23, 2021
Chris Bogren, JD Chris Bogren, JD
Liquidity Opportunities in Rental Property… This is the Year!
June 22, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Managing Capital Gains Tax: Are Opportunity Zones a Solution?
June 9, 2021
Richard Hillson Richard Hillson
Financial Planning Considerations in Acquiring, Maintaining and Passing on a Vacation Home
June 3, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP