Overview: Module 1.09 - 1.10 | APEG - Advanced Planning Educational

APEG Foundations of Financial Planning

Course Introduction

APEG Foundations | An Overview of Financial Planning- Jeffrey Hoenle CFP®, CRPC®, AEP®

APEG Foundations | Estate Planning - Tricia L. Lincoln, Esq.

APEG Foundations | Income Tax - Ruth Raftery, JD, CPA, AEP®

Ruth Flynn Raftery's Biography
PLEASE NOTE THAT THE ONE BIG BEAUTIFUL BILL ACT (OBBBA) WAS PASSED ON JULY 4, 2025.
Income Tax: Module 1 (42:53)
Income Tax: Module 2 (53:36)
Income Tax: Module 3 (56:12)
INCOME TAX UPDATE - PASSAGE OF THE ONE BIG BEAUTIFUL BILL ACT ON JULY 4, 2025 (76:04)
Income Tax Knowledge Quiz

APEG Foundations | Risk Management - Terry Altman, CFP®, ChFC®, CLU®

APEG Foundations | Retirement Planning - James Knaus, CFP®,ChFC, RICP

James Knaus' Biography
Retirement Planning (109:13)
Retirement Planning Update - SECURE 2.0 - the video below goes a bit beyond the "Foundations of Financial Planning" but we thought that it was important to include it so that students were aware of the latest changes in the Retirement Income Planning space. (55:45)
Retirement Planning Knowledge Quiz

APEG Foundations | Employee Benefits, Social Security, & Medicare - Mark T. Wise, CFP®, CRPC®

APEG Foundations | Investments - Donald M. Denstaedt, CFP®, CFS®

APEG Foundations | College Planning

College Planning is an ever evolving area. To help you stay on top of the latest information that may impact your clients, here is APEG's latest video regarding College Planning. (68:25)

Exam

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