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Alanna Fabbri Butera, MA
Alexus Rogers
APEG Membership New Member Fee
Ben Rathbun, M.B.A.
Brian Boak, CPRIA, CLU
Brian E. Raftery Esq.
Bryan Drake
Chris Bogren, JD
Contact Us 800-568-2444
Cozette (Cozy) Wittman
D. Andrew (ANDY) Hickman
D. Andrew Hickman
Daren Raoux, CPA, CA, CPA (IL, USA)
Davin Salvagno
Debbie Niemann, MBA, ChSNC
Donald Denstaedt, CFP
Dwight Eberts
Elizabeth Forspan, Esquire
Emily Joles, CFP®, EA
Eric C. Ward, ASA
Foundations Team
Gregg R. Fortune, CFP, CFS, AEP, ChFC
Gregory C. Hamilton, Esq.
Hanna Y. Laver
James G. Burnes, Esquire
James Knaus, CFP, RICP
James L. Cunningham, JR.
James R. Sommerville, CPA, PLLC
Jamie L. Mendelsohn
Jay Kautt, JD
Jedidiah Collins
Jeff Rattiner, CPA, CFP®, MBA
JEFF RATTINER, CPA, CFP®, MBA
Jeffrey Hoenle, CFP, AEP
Jeffrey Richard Hoenle
Jeff Sietstra, BFA™
Jill L. Miller, Esq.
Joel A. Koeniguer, CLU®, ChFC®
John Horwath
Joshua Lackowski
Judith Pearson
Leah Del Percio, Esquire
Lily Vittayarukskul
Liza J. Hecht, Esquire
Lubna J. Channo, CPA, CTS, CTP
Mark T. Wise, CFP, CRPC
Martha Shedden, RSSA, CRCP
Martin M. Shenkman
Matthew Stojkov
Melinda A. Caughill, CSA
Michelle R. Diamond
Natalia Kujan Gentry, Esq.
Ric Edelman
Richard Hillson
Rickie Taylor
Ron Rubin, CLU, ChFC
Russell J. Fishkind, Esq.
Ruth Raftery, JD, CPA
Sally A. Vaughn, CTFA
Sara A. Schimke, Esq.
Scott Stolz, CFP®, RICP®
Susan L. Chalgian, Esquire
Susan L. Chalgian, Esquire
Terry Altman,CFP,CLU
Thomas Tietz, Esquire
Tricia L. Lincoln, Esq.
Venar Ayar
Wade D. Pfau, PhD, CFA, RICP
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Axtella Classic Membership
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Pre and Post Nuptial Agreements: Not just for the Rich & Famous
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Maximize Life Insurance Value: Ethical and Professional Responsibility
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An Attorney’s Perspective: The Good, The Bad & The Ugly of Working with Financial Professionals
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Determining Your Client’s Retirement Income Style
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Working with a Client who serves a Trustee
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What every financial professional NEEDS to know about the CTA
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Planning for the End of TCJA
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Jeffrey Hoenle, CFP, AEP
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2024: Time for Transformation
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Dwight Eberts
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Understanding Veteran’s Benefits
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Susan L. Chalgian, Esquire
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Tax Planning with Holistiplan
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November 1, 2023
Emily Joles, CFP®, EA
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The Intersection of Estate and Elder Care Planning:
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Elizabeth Forspan, Esquire
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Financial Strategies to Pay for College & the Strategic Use of Student Loans
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Cozette (Cozy) Wittman
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Student Loan Repayments Start in October Are your clients ready?.....Are you ready?
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Digital Asset Estate Planning
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August 23, 2023
James G. Burnes, Esquire
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Almost Everyone Wants Protected Income, But Few Buy It. Why?
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Scott Stolz, CFP®, RICP®
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Financial Planning with Reverse Mortgages
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Alexus Rogers
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Declining Mental Capacity and How It Affects Estate Plans
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Judith Pearson
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Late-Stage College Planning
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The Prior Year Tax Return Says A Lot!
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James R. Sommerville, CPA, PLLC
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Revocable Trusts and Planning for Incapacity
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Michelle R. Diamond
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4 Strategies for Maximizing Life Insurance Value for Planning
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Taxation of Non-Qualified Annuities-Tips, Traps, and Strategies
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Beneficiary Planning with SECURE
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Jeffrey Richard Hoenle
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Five Things Every Financial Advisor MUST Know About Medicare
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Melinda A. Caughill, CSA
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Trusts and the Great Wealth Transfer
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