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Product image for Client Event Toolbox - Beyond the Headlines: Understanding the Real Impact of the One Big Beautiful Bill Act (OBBBA)

Client Event Toolbox - Beyond the Headlines: Understanding the Real Impact of the One Big Beautiful Bill Act (OBBBA)

OBBBA is set to reshape the financial landscape for millions of Americans, and your clients will be looking to you for answers. Are you ready to be the go-to expert? APEG's comprehensive Toolbox gives you everything you need to confidently educate your clients and prospects on the most significant tax and financial changes in a generation. This isn't just a slide deck; it's a complete on-line “Toolbox” of resources to hold your own webinar or LIVE client event!

Course•By Jeffrey Richard Hoenle

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Product image for Client Event Toolbox - Planning for an Aging Family Member

Client Event Toolbox - Planning for an Aging Family Member

As Gen X is entering the sandwich generation phase in life, the potential need for their parent's care is taking a front seat in their thought process. Take advantage of this opportunity to demonstrate your expertise on potential solutions in the areas of estate planning, tax strategies, and long-term care tools. APEG's comprehensive Toolbox gives you everything you need to confidently educate your clients and prospects on the most significant tax and financial changes in a generation. This isn't just a slide deck; it's a complete on-line “Toolbox” of resources to hold your own webinar or LIVE client event!

Course•By Jeffrey Richard Hoenle

Learn more
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