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Alanna Fabbri Butera, MA
APEG Membership New Member Fee
Ben Rathbun, M.B.A.
Brian Boak, CPRIA, CLU
Brian E. Raftery Esq.
Bryan Drake
Chris Bogren, JD
Contact Us 800-568-2444
D. Andrew (ANDY) Hickman
D. Andrew Hickman
Daren Raoux, CPA, CA, CPA (IL, USA)
Davin Salvagno
Debbie Niemann, MBA, ChSNC
Donald Denstaedt, CFP
Elizabeth Forspan, Esquire
Eric C. Ward, ASA
Foundations Team
Gregg R. Fortune, CFP, CFS, AEP, ChFC
Gregory C. Hamilton, Esq.
Hanna Y. Laver
James Knaus, CFP, RICP
James L. Cunningham, JR.
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.
John Horwath
Joshua Lackowski
Leah Del Percio, Esquire
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®
Terry Altman,CFP,CLU
Tricia L. Lincoln, Esq.
Venar Ayar
Find a product
1 Hour Course/Webinar
APEG Essentials
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Expert-Led Webinars on Circumstantial Financial Planning Topics
81 Course Bundle
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$39/month
Planning under SECURE 2.0
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January 25, 2023
Jeffrey Hoenle, CFP, AEP
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FREE
The Power of the “Defective” Grantor Trust
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December 7, 2022
Brian E. Raftery Esq.
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The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan
Available until
November 22, 2022
Gregg R. Fortune, CFP, CFS, AEP, ChFC
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FREE
Year End Tax Planning Strategies: Helping Your Clients Make a Difference in Determining their 2022 Tax Liability!
Available until
November 7, 2022
Jeff Rattiner, CPA, CFP®, MBA
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COMPLETE
Maximizing Your Clients’ Employee Benefits
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October 12, 2022
Liza J. Hecht, Esquire
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Helping Your Clients with Estate Planning
Available until
October 5, 2022
Leah Del Percio, Esquire
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The SECURE Act & New Proposed IRS Regulations
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September 28, 2022
Jay Kautt, JD
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Maximizing the 3 Buckets of Revenue
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September 8, 2022
Jeffrey Hoenle, CFP, AEP
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Best practices for working with clients using Artificial Reproductive Technology
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August 10, 2022
Natalia Kujan Gentry, Esq.
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Social Security Income Planning, how to Maximize Your Clients Benefits
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August 3, 2022
Martha Shedden, RSSA, CRCP
%
COMPLETE
Leverage the Fair Market Value of Life Insurance
Available until
July 20, 2022
Jamie L. Mendelsohn
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COMPLETE
Retirement Lost to College Cost? The Long-Term Impact of Short-Sighted Planning
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June 22, 2022
D. Andrew Hickman
%
COMPLETE
Cyber Exposure, Know the Risks and How to Stay Protected
Available until
June 8, 2022
Ben Rathbun, M.B.A.
%
COMPLETE
Let’s Talk about Bitcoin, Blockchain, & Other Digital Assets
Available until
May 25, 2022
Ric Edelman
%
COMPLETE
Adding a “Letter of Wishes” to your Estate Plan
Available until
May 11, 2022
Jill L. Miller, Esq.
%
COMPLETE
The Sandwich Generation: Helping Your Clients Plan for Their Parents and Themselves
Available until
April 13, 2022
Elizabeth Forspan, Esquire
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COMPLETE
The Power of the MEC
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March 30, 2022
Jeffrey Hoenle, CFP, AEP
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COMPLETE
Being an Ally: An Introduction to working with the LGBTQIA Community
Available until
March 12, 2022
Natalia Kujan Gentry, Esq.
%
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A Financial Planners Perspective on Trust Funding
Available until
January 27, 2022
Jeffrey Hoenle, CFP, AEP
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COMPLETE
Income Planning: How to Prepare Your Clients for Rising Inflation
Available until
December 15, 2021
Jeffrey Hoenle, CFP, AEP
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401(k) Plans: Connecting with Business Owners & Their Employees
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December 9, 2021
Rickie Taylor
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Estate Planning: Revisiting Irrevocable Life Insurance Trusts
Available until
November 17, 2021
Ruth Raftery, JD, CPA
%
COMPLETE
What’s So Special About Special Needs Planning?
Available until
September 22, 2021
Russell J. Fishkind, Esq.
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Understanding Blockchain and Digital Assets
Available until
September 15, 2021
Ric Edelman
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Cutting Through the Complexity of Structured Annuities
Available until
August 18, 2021
Scott Stolz, CFP®, RICP®
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COMPLETE
Delaware Statutory Trusts (DSTs) – A less hands-on way to benefit from a 1031 exchange
Available until
August 11, 2021
Richard Hillson
%
COMPLETE
Wealth Transfers through Purposeful Gifting
Available until
July 15, 2021
Jeffrey Hoenle, CFP, AEP
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COMPLETE
Leveraging Tax Deferred Annuities in Irrevocable Trusts
Available until
June 23, 2021
Chris Bogren, JD
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COMPLETE
Liquidity Opportunities in Rental Property… This is the Year!
Available until
June 22, 2021
Jeffrey Hoenle, CFP, AEP
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Managing Capital Gains Tax: Are Opportunity Zones a Solution?
Available until
June 9, 2021
Richard Hillson
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Financial Planning Considerations in Acquiring, Maintaining and Passing on a Vacation Home
Available until
June 3, 2021
Jeffrey Hoenle, CFP, AEP
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COMPLETE
Options for dealing with a Notice from the IRS
Available until
May 12, 2021
Venar Ayar
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Help Protect the Elderly from Financial Fraud (Written Content Only)
Available until
April 28, 2021
Bryan Drake
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Beneficiary Planning after Divorce
Available until
April 20, 2021
Jeffrey Hoenle, CFP, AEP
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All Trusts are NOT Created Equal
Available until
April 14, 2021
Ruth Raftery, JD, CPA
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