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Axtella Classic Membership
An Axtella Community Committed to Financial Planning
98 Course Bundle
$1,495
APEG Membership
Expert-Led Webinars on Circumstantial Financial Planning Topics
98 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
Planning for a "Silver Marriage"
Novemer 13, 2024
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Corporate Transparency Act – Deadline Approaching!
October 23, 2024
Thomas Tietz, Esquire Thomas Tietz, Esquire
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
What every financial professional NEEDS to know about the CTA
February 6, 2024
Thomas Tietz, Esquire Thomas Tietz, Esquire
Planning for the End of TCJA
January 24, 2024
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
2024: Time for Transformation
December 6, 2023
Dwight Eberts Dwight Eberts
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
Student Loan Repayments Start in October Are your clients ready?.....Are you ready?
September 13, 2023
Alexus Rogers Alexus Rogers
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®
Financial Planning with Reverse Mortgages
July, 26 2023
Alexus Rogers Alexus Rogers
Declining Mental Capacity and How It Affects Estate Plans
July 18, 2023
Judith Pearson Judith Pearson
Late-Stage College Planning
June 21, 2023
Cozette (Cozy) Wittman Cozette (Cozy) Wittman
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®
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
$79
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