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2023 National Conference
By Planners for Planners
Contact Us 800-568-2444 Contact Us 800-568-2444
$1,095
APEG Membership
A Community of Professionals Engaged in Comprehensive Planning
104 Course Bundle
$1,495/year
Exclusive SPS Family Membership
An SPS Community Committed to Financial Planning
96 Course Bundle
$1,495
APEG Essentials
Expert-Led Webinars on Circumstantial Financial Planning Topics
81 Course Bundle
$39/month
Financial Planner's Pathway
Your Bridge to Financial Planning
Contact Us 800-568-2444 Contact Us 800-568-2444
$1,095
Advisor Group Jump Start - Cohort 5
April 2023 Cohort
94 Course Bundle
$2,750
Advisor Essentials for Woodbury Financial Services
Building a Competitive Advantage through Knowledge
103 Course Bundle
$35/month
Advisor Essentials for Advisor Nation
Building a Competitive Advantage through Knowledge
104 Course Bundle
$695/year
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, 2022
Martha Shedden, RSSA, CRCP Martha Shedden, RSSA, CRCP
$79
Taxation of Non-Qualified Annuities-Tips, Traps, and Strategies
April 5, 2023
Joel A. Koeniguer, CLU®, ChFC® Joel A. Koeniguer, CLU®, ChFC®
Beneficiary Planning with SECURE 
March 28, 2023
Jeffrey Richard Hoenle Jeffrey Richard Hoenle
Five Things Every Financial Advisor MUST Know About Medicare 
March 22, 2023
Melinda A. Caughill, CSA Melinda A. Caughill, CSA
Trusts and the Great Wealth Transfer
March 8, 2023
Michelle R. Diamond Michelle R. Diamond
401(k) Landscape - What Professionals Advising Business Owners Need to Know
February 15, 2023
Rickie Taylor Rickie Taylor
Planning under SECURE 2.0
January 25, 2023
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Special Event: Let Planning Be YOUR Competitive Edge
January 18, 2023
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Financial Planning: It’s Not Just a Math Job…
January 11, 2023
Jeff Sietstra, BFA™ Jeff Sietstra, BFA™
Be the Planner your Clients Need you to Be
December 14, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Power of the “Defective” Grantor Trust
December 7, 2022
Brian E. Raftery Esq. Brian E. Raftery Esq.
The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan
November 22, 2022
Gregg R. Fortune, CFP, CFS, AEP, ChFC Gregg R. Fortune, CFP, CFS, AEP, ChFC
FREE
Year End Tax Planning Strategies: Helping Your Clients Make a Difference in Determining their 2022 Tax Liability!
November 7, 2022
Jeff Rattiner, CPA, CFP®, MBA Jeff Rattiner, CPA, CFP®, MBA
Maximizing Your Clients’ Employee Benefits
October 12, 2022
Liza J. Hecht, Esquire Liza J. Hecht, Esquire
Helping Your Clients with Estate Planning
October 5, 2022
Leah Del Percio, Esquire Leah Del Percio, Esquire
The SECURE Act & New Proposed IRS Regulations
September 28, 2022
Jay Kautt, JD Jay Kautt, JD
Maximizing the 3 Buckets of Revenue
September 8, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Best practices for working with clients using Artificial Reproductive Technology
August 10, 2022
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Social Security Income Planning, how to Maximize Your Clients Benefits
August 3, 2022
Martha Shedden, RSSA, CRCP Martha Shedden, RSSA, CRCP
Leverage the Fair Market Value of Life Insurance
July 20, 2022
Jamie L. Mendelsohn Jamie L. Mendelsohn
Retirement Lost to College Cost?   The Long-Term Impact of Short-Sighted Planning
June 22, 2022
D. Andrew Hickman D. Andrew Hickman
Cyber Exposure, Know the Risks and How to Stay Protected
June 8, 2022
Ben Rathbun, M.B.A. Ben Rathbun, M.B.A.
Let’s Talk about Bitcoin, Blockchain, & Other Digital Assets
May 25, 2022
Ric Edelman Ric Edelman
Adding a “Letter of Wishes” to your Estate Plan
May 11, 2022
Jill L. Miller, Esq. Jill L. Miller, Esq.
The Sandwich Generation: Helping Your Clients Plan for Their Parents and Themselves
April 13, 2022
Elizabeth Forspan, Esquire Elizabeth Forspan, Esquire
The Power of the MEC
March 30, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP