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Author:
Ruth Raftery, JD, CPA
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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.
Brian Wruk, MBA, CFP (US), CFP (Canada), TEP, C
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
Larry R. Blades
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
Nancy Hetrick, CDFA®
Natalia Kujan Gentry, Esq.
of Brian Wruk, MBA, CFP (US), CFP (Canada), TEP, C
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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Ruth Raftery, JD, CPA
Advanced Beneficiary Planning
Available until
June 25, 2025
Ruth Raftery, JD, CPA
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Estate Planning: Revisiting Irrevocable Life Insurance Trusts
Available until
November 17, 2021
Ruth Raftery, JD, CPA
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COMPLETE
All Trusts are NOT Created Equal
Available until
April 14, 2021
Ruth Raftery, JD, CPA
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COMPLETE
