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Estate & Legal Planning (52)
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retirement (1)
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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
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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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Addressing Deferred Interest Build-up
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February 25, 2021
Jeffrey Hoenle, CFP, AEP
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Art and Collectibles: Preserve, Protect, Manage and Plan
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February 3, 2021
Alanna Fabbri Butera, MA
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Beware of Clients with Non-US Connections
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January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA)
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Pet Trusts
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REITS - 101
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Richard Hillson
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Essential Estate Planning Check-Up
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Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
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APEG Practice Development: Be a Pro
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July 1, 2020; 11:00 AM Eastern
Jedidiah Collins
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Advanced Beneficiary Planning
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Jeffrey Hoenle, CFP, AEP
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Flood: The Client's Risk Exposure
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Flood: Is the exposure included in your clients Risk Management?
Brian Boak, CPRIA, CLU
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How to Build a Valuable Business
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Learn the key elements of how a business is valued for both estate planning and sale purposes.
Eric C. Ward, ASA
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The Practicality of the Income Matrix (TM)
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Learn to utilize one of the most effective income planning tools.
Jeffrey Hoenle, CFP, AEP
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Dealing with Incapacity: Guardianship v. Durable Power of Attorney
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Tricia L. Lincoln, Esq.
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Revocable Living Trust Boot Camp
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The Basic Training for Understanding Revocable Living Trusts
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The Roth IRA: Missed Planning Opportunities
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The Five Things Every Financial Professional Should Know About Estate Planning
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Supporting Your Client's Estate Planning Needs
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Anatomy of Divorce
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Natalia Kujan Gentry, Esq.
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Understanding Child Support
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Learn the elements that factor into child support.
Natalia Kujan Gentry, Esq.
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Interesting Cases in Family Law
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The Family Courts are ripe with cases that help to round out a planners legal knowledge.
Natalia Kujan Gentry, Esq.
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Financial Considerations for Unwed Parents
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In a modern-family world, planners should be aware of the needs of unwed parents.
Natalia Kujan Gentry, Esq.
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Special Needs Planning & Applicable Social Security Benefits
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Planning to qualify for maximizing Social Security Benefits for Special Needs
Sara A. Schimke, Esq.
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The Basics of Income Planning
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The elements of a families retirement income plan.
Jeffrey Hoenle, CFP, AEP
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Ten Ways to Mitigate Financial Loss in Divorce
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What every financial planning professional should consider when their clients face divorce.
Natalia Kujan Gentry, Esq.
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The Three Worlds of Savings and Investing
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Learn a step-by-step process to communicate the relationship between investments and savings.
Jeffrey Hoenle, CFP, AEP
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The Key Estate Planning Documents
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Wills, Trusts, Powers of Attorneys
Jeffrey Hoenle, CFP, AEP
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The Income Planner's Toolbox
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Learn the Art and Science of Income Planning from Two Experienced Advisors!
Jeffrey Hoenle, CFP, AEP
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Pro Desk with Gregg Fortune
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Private Tutoring Using Your Real Client Situation as the Centerpiece
Gregg R. Fortune, CFP, CFS, AEP, ChFC
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Update Your Branded Materials
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