Aging, Caregiving & the Role of the Financial Professional
July 24, 2024
- Course
- By Lily Vittayarukskul
(2) OAKLAND UNIVERSITY-CFP/FOUNDATIONS JAN.2025-PAYMENT#2
- Course
- By Jeffrey Hoenle, CFP, AEP
(3) OAKLAND UNIVERSITY-CFP/FOUNDATIONS JAN.2025-PAYMENT#3
- Course
- By Jeffrey Hoenle, CFP, AEP
(4) OAKLAND UNIVERSITY-CFP/FOUNDATIONS JAN.2025-PAYMENT#4
- Course
- By Jeffrey Hoenle, CFP, AEP
4 Strategies for Maximizing Life Insurance Value for Planning
May 10, 2023
- Course
- By Jamie L. Mendelsohn
401(k) Landscape - What Professionals Advising Business Owners Need to Know
February 15, 2023
- Course
- By Rickie Taylor
A Financial Planners Perspective on Estate Planning
March 24, 2021
- Course
- By Jeffrey Hoenle, CFP, AEP
A Financial Planners Perspective on Trust Funding
January 27, 2022
- Course
- By Jeffrey Hoenle, CFP, AEP
APEG Foundations of Financial Planning
A 24-Contact Hour, On-Demand Course
- Course
- By Foundations Team
APEG Membership
Expert-Led Webinars on Circumstantial Financial Planning Topics
- Course bundle
- By Contact Us 800-568-2444
Adding a “Letter of Wishes” to your Estate Plan
May 11, 2022
- Course
- By Jill L. Miller, Esq.
All Trusts are NOT Created Equal
April 14, 2021
- Course
- By Ruth Raftery, JD, CPA
Almost Everyone Wants Protected Income, But Few Buy It. Why?
August 9, 2023
- Course
- By Scott Stolz, CFP®, RICP®
An Attorney’s Perspective: The Good, The Bad & The Ugly of Working with Financial Professionals
May 22, 2024
- Course
- By Jill L. Miller, Esq.
Axtella Classic Membership
An Axtella Community Committed to Financial Planning
- Course bundle
- By Contact Us 800-568-2444
Be the Planner your Clients Need you to Be
December 14, 2022
- Course
- By Jeffrey Hoenle, CFP, AEP
Declining Mental Capacity and How It Affects Estate Plans
July 18, 2023
- Course
- By Judith Pearson
Determining Your Client’s Retirement Income Style
March 27, 2024
- Course
- By Wade D. Pfau, PhD, CFA, RICP
Digital Asset Estate Planning
August 23, 2023
- Course
- By James G. Burnes, Esquire
Essential Estate Planning Check-Up
August 5, 2020
- Course
- By Jill L. Miller, Esq.
Estate Planning: Revisiting Irrevocable Life Insurance Trusts
November 17, 2021
- Course
- By Ruth Raftery, JD, CPA
Financial Planner's Pathway
Your Bridge to Financial Planning
- Course
- By Contact Us 800-568-2444
Financial Planning: It’s Not Just a Math Job…
January 11, 2023
- Course
- By Jeff Sietstra, BFA™
Financial Strategies to Pay for College & the Strategic Use of Student Loans
September 27, 2023
- Course
- By Cozette (Cozy) Wittman
Five Things Every Financial Advisor MUST Know About Medicare
March 22, 2023
- Course
- By Melinda A. Caughill, CSA
Helping Your Clients with Estate Planning
October 5, 2022
- Course
- By Leah Del Percio, Esquire
IRA Beneficiary Rules After the SECURE Act
January 8, 2025
- Course
- By Jay Kautt, JD
Income Planning: How to Prepare Your Clients for Rising Inflation
December 15, 2021
- Course
- By Jeffrey Hoenle, CFP, AEP
Major Changes to College Search
August 21, 2024
- Course
- By Cozette (Cozy) Wittman
Maximize Life Insurance Value: Ethical and Professional Responsibility
June 26, 2024
- Course
- By Jamie L. Mendelsohn
Maximizing the 3 Buckets of Revenue
September 8, 2022
- Course
- By Jeffrey Hoenle, CFP, AEP
New Trends in Vacation Home Planning
April 24, 2024
- Course
- By Jeffrey Hoenle, CFP, AEP
OAKLAND UNIVERSITY-CFP/FOUNDATIONS JAN.2025-PAYMENT#1
- Course
- By Jeffrey Hoenle, CFP, AEP
Pet Trusts
12/9/2020
- Course
- By Tricia L. Lincoln, Esq.
Planning for a "Silver Marriage"
Novemer 13, 2024
- Course
- By Jeffrey Hoenle, CFP, AEP
Pre and Post Nuptial Agreements: Not just for the Rich & Famous
September 25, 2024
- Course
- By Tricia L. Lincoln, Esq.
Revocable Living Trust Boot Camp
The Basic Training for Understanding Revocable Living Trusts
- Course
- By Jill L. Miller, Esq.
Revocable Trusts and Planning for Incapacity
May 24, 2023
- Course
- By Michelle R. Diamond
Special Event: Let Planning Be YOUR Competitive Edge
January 18, 2023
- Course
- By Jeffrey Hoenle, CFP, AEP
Tax & Retirement Planning with Cash Balance Plans
February 12, 2025
- Course
- By Larry R. Blades
Tax Planning with Holistiplan
November 1, 2023
- Course
- By Emily Joles, CFP®, EA
Taxation of Non-Qualified Annuities-Tips, Traps, and Strategies
April 5, 2023
- Course
- By Joel A. Koeniguer, CLU®, ChFC®
The Corporate Transparency Act – Deadline Approaching!
October 23, 2024
- Course
- By Thomas Tietz, Esquire
The Election is over "Let's Talk Taxes"
December 4, 2024
- Course
- By Ruth Raftery, JD, CPA
The Five Things Every Financial Professional Should Know About Estate Planning
Supporting Your Client's Estate Planning Needs
- Course
- By Jill L. Miller, Esq.
The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan
November 22, 2022
- Course
- By Gregg R. Fortune, CFP, CFS, AEP, ChFC
The Income Planner's Toolbox
Learn the Art and Science of Income Planning from Two Experienced Advisors!
- Course
- By Jeffrey Hoenle, CFP, AEP
The Intersection of Estate and Elder Care Planning:
October 26, 2023
- Course
- By Elizabeth Forspan, Esquire
The Key Estate Planning Documents
Wills, Trusts, Powers of Attorneys
- Course
- By Jeffrey Hoenle, CFP, AEP
The Power of the MEC
March 30, 2022
- Course
- By Jeffrey Hoenle, CFP, AEP
The Power of the “Defective” Grantor Trust
December 7, 2022
- Course
- By Brian E. Raftery Esq.
The Practicality of the Income Matrix (TM)
Learn to utilize one of the most effective income planning tools.
- Course
- By Jeffrey Hoenle, CFP, AEP
The Prior Year Tax Return Says A Lot!
June, 14, 2023
- Course
- By James R. Sommerville, CPA, PLLC
The Sandwich Generation: Helping Your Clients Plan for Their Parents and Themselves
April 13, 2022
- Course
- By Elizabeth Forspan, Esquire