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Client Event Toolbox - Beyond the Headlines: Understanding the Real Impact of the One Big Beautiful Bill Act (OBBBA)
OBBBA is set to reshape the financial landscape for millions of Americans, and your clients will be looking to you for answers. Are you ready to be the go-to expert? APEG's comprehensive Toolbox gives you everything you need to confidently educate your clients and prospects on the most significant tax and financial changes in a generation. This isn't just a slide deck; it's a complete on-line “Toolbox” of resources to hold your own webinar or LIVE client event!
Jeffrey Richard Hoenle Jeffrey Richard Hoenle
$495
Axtella Classic Membership
An Axtella Community Committed to Financial Planning
58 Course Bundle
$1,495
APEG Membership
Expert-Led Webinars on Circumstantial Financial Planning Topics
56 Course Bundle
$49/month
APEG Foundations of Financial Planning
A 24-Contact Hour, On-Demand Course
Foundations Team Foundations Team
$895
Financial Planner's Pathway
Your Bridge to Financial Planning
Contact Us 800-568-2444 Contact Us 800-568-2444
$895
One Big Beautiful Discussion
July 30, 2025
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
Planning for your Aging Parents
July 23, 2025
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Advanced Beneficiary Planning
June 25, 2025
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
International Issues for the Domestic Planner
May 14, 2025
Brian Wruk, MBA, CFP (US), CFP (Canada), TEP, C Brian Wruk, MBA, CFP (US), CFP (Canada), TEP, C
Navigating Essential Social Security Rules and Key Updates: What You Need to Know
April 16, 2025
Martha Shedden, RSSA, CRCP Martha Shedden, RSSA, CRCP
When Clients Divorce: The Role of the Financial Professional
March 19, 2025
Nancy Hetrick, CDFA® Nancy Hetrick, CDFA®
Tax & Retirement Planning with Cash Balance Plans
February 12, 2025
Larry R. Blades Larry R. Blades
IRA Beneficiary Rules After the SECURE Act
January 8, 2025
Jay Kautt, JD Jay Kautt, JD
Planning for a "Silver Marriage"
Novemer 13, 2024
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Pre and Post Nuptial Agreements: Not just for the Rich & Famous
September 25, 2024
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
Major Changes to College Search
August 21, 2024
Cozette (Cozy) Wittman Cozette (Cozy) Wittman
Aging, Caregiving & the Role of the Financial Professional
July 24, 2024
Lily Vittayarukskul Lily Vittayarukskul
Maximize Life Insurance Value: Ethical and Professional Responsibility
June 26, 2024
Jamie L. Mendelsohn Jamie L. Mendelsohn
An Attorney’s Perspective: The Good, The Bad & The Ugly of Working with Financial Professionals
May 22, 2024
Jill L. Miller, Esq. Jill L. Miller, Esq.
New Trends in Vacation Home Planning
April 24, 2024
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Determining Your Client’s Retirement Income Style
March 27, 2024
Wade D. Pfau, PhD, CFA, RICP Wade D. Pfau, PhD, CFA, RICP
Working with a Client who serves a Trustee
February 28, 2024
Michelle R. Diamond Michelle R. Diamond
Understanding Veteran’s Benefits
November 15, 2023
Susan L. Chalgian, Esquire Susan L. Chalgian, Esquire
Tax Planning with Holistiplan
November 1, 2023
Emily Joles, CFP®, EA Emily Joles, CFP®, EA
The Intersection of Estate and Elder Care Planning:
October 26, 2023
Elizabeth Forspan, Esquire Elizabeth Forspan, Esquire
Financial Strategies to Pay for College & the Strategic Use of Student Loans
September 27, 2023
Cozette (Cozy) Wittman Cozette (Cozy) Wittman
Digital Asset Estate Planning
August 23, 2023
James G. Burnes, Esquire James G. Burnes, Esquire
Almost Everyone Wants Protected Income, But Few Buy It.  Why?
August 9, 2023
Scott Stolz, CFP®, RICP® Scott Stolz, CFP®, RICP®
Declining Mental Capacity and How It Affects Estate Plans
July 18, 2023
Judith Pearson Judith Pearson
The Prior Year Tax Return Says A Lot!
June, 14, 2023
James R. Sommerville, CPA, PLLC James R. Sommerville, CPA, PLLC
Revocable Trusts and Planning for Incapacity
May 24, 2023
Michelle R. Diamond Michelle R. Diamond
4 Strategies for Maximizing Life Insurance Value for Planning
May 10, 2023
Jamie L. Mendelsohn Jamie L. Mendelsohn
Your Client’s Largest Asset May be Hiding in Plain Sight
April 19, 2023
Martha Shedden, RSSA, CRCP Martha Shedden, RSSA, CRCP
Taxation of Non-Qualified Annuities-Tips, Traps, and Strategies
April 5, 2023
Joel A. Koeniguer, CLU®, ChFC® Joel A. Koeniguer, CLU®, ChFC®
Five Things Every Financial Advisor MUST Know About Medicare 
March 22, 2023
Melinda A. Caughill, CSA Melinda A. Caughill, CSA
$79
Trusts and the Great Wealth Transfer
March 8, 2023
Michelle R. Diamond Michelle R. Diamond