Gregg Fortune's Biography

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
Lesson 1: Overview / What to Expect (14:33)
Lesson 2: Income Tax as a Part of Comprehensive Financial Planning (13:15)
Lesson 3: History and Theory of the Income Tax (16:23)
Lesson 4: Tax Compliance Part A - Income (17:24)
Lesson 5: Tax Compliance Part B - Adjustments & Deductions (19:42)
Lesson 6: Tax Compliance Part C - Taxes & Credits (18:41)
Lesson 7: Tax Planning Part A - Why do Income Tax Planning? (12:34)
Lesson 8: Tax Planning Part B - Planning During the Working Years (14:52)
Lesson 9: Tax Planning Part C - Planning in Retirement (19:06)
Lesson 10: Summary / Recap (12:18)
Income Tax Knowledge Quiz

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

Terry Altman's Biography
Lesson 1: Overview / What to Expect (5:57)
Lesson 2: Fundamentals of Risk and Risk Management (32:20)
Lesson 3: Health Related Risks (19:40)
Lesson 4: Disability Risks (28:37)
Lesson 5: The Uniqueness of the Life Risk (64:28)
Lesson 6: Longevity Risk and Annuities (30:41)
Lesson 7: Risk Management as part of the Financial Plan (5:16)
Lesson 8: Summary / Recap (2:28)
Risk Management Knowledge Quiz

APEG Foundations | Retirement Planning - Gregg R. Fortune, CFP®, CFS®, AEP®, ChFC®, CPWA®, BFA®

Gregg Fortune's Biography
Lesson 1: Overview / What to Expect (7:18)
Lesson 2: Retirement Planning - Theory and Process (9:39)
Lesson 3: Risks in Retirement (13:25)
Lesson 4: Case Study: Determining Needs in Retirement (8:28)
Lesson 5: Withdrawing Money in Retirement (14:09)
Lesson 6: Social Security (8:29)
Lesson 7: Medicare (8:07)
Lesson 8: Taxes in Retirement (17:49)
Lesson 9: Behavioral Considerations of Retirees (10:15)
Lesson 10: Summary / Recap (3:37)
Retirement Planning Knowledge Quiz

APEG Foundations | Investments - Mark T. Wise, CFP®, CIS®, CSS®, CES®, CTS®, CFS®, CAS®, CRPC®

Your Instructor's Biography
Lesson 1: Overview / What to Expect (8:39)
Lesson 2: Categories of Investments (49:48)
Lesson 3: Investment Valuations and Time Value of Money (17:17)
Lesson 4: Risk and Return (25:56)
Lesson 5: Risk Tolerance and Risk Capacity (30:31)
Lesson 6: Taxation of Investment Vehicles (17:44)
Lesson 7: Investment Principals, Strategies, and Techniques (21:37)
Lesson 8: Summary / Key Takeaways (14:30)
Investment Planning Knowledge Quiz

Final Exam

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