Toggle navigation
Home
Foundations
Membership
All Offerings
Community Resources
More
Leadership Team
Curriculum Contributors
Login
Category:
Estate & Legal Planning
All
Estate & Legal Planning (65)
Tax Planning (27)
Insurance Planning (27)
Income Planning (20)
Employee Benefits (13)
Social Security & Medicare (12)
Investment Planning (27)
College Planning (15)
Financial Planning (47)
Social Security (6)
Medicare (6)
Foundations (19)
12+ Hour Course (8)
3 Hour Course (8)
1 Hour Course/Webinar (87)
Practice Management (6)
Upcoming Member Event (2)
Author:
All
All
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
Estate & Legal Planning
APEG Membership
Available until
A Community of Professionals Engaged in Comprehensive Planning
98 Course Bundle
%
COMPLETE
$1,495/year
Exclusive SPS Family Membership
Available until
An SPS Community Committed to Financial Planning
90 Course Bundle
%
COMPLETE
$1,495
Advisor Group Jump Start - Cohort 4
Available until
December 2022 Cohort
Contact Us 800-568-2444
%
COMPLETE
$2,750
Advisor Essentials for Producers Choice Network
Available until
Ongoing Professional Development
97 Course Bundle
%
COMPLETE
$695/year
The Power of the “Defective” Grantor Trust
Available until
December 7, 2022
Brian E. Raftery Esq.
%
COMPLETE
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
%
COMPLETE
FREE
Maximizing Your Clients’ Employee Benefits
Available until
October 12, 2022
Liza J. Hecht, Esquire
%
COMPLETE
Helping Your Clients with Estate Planning
Available until
October 5, 2022
Leah Del Percio, Esquire
%
COMPLETE
The SECURE Act & New Proposed IRS Regulations
Available until
September 28, 2022
Jay Kautt, JD
%
COMPLETE
Maximizing the 3 Buckets of Revenue
Available until
September 8, 2022
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Best practices for working with clients using Artificial Reproductive Technology
Available until
August 10, 2022
Natalia Kujan Gentry, Esq.
%
COMPLETE
Leverage the Fair Market Value of Life Insurance
Available until
July 20, 2022
Jamie L. Mendelsohn
%
COMPLETE
Cyber Exposure, Know the Risks and How to Stay Protected
Available until
June 8, 2022
Ben Rathbun, M.B.A.
%
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
%
COMPLETE
The Power of the MEC
Available until
March 30, 2022
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Being an Ally: An Introduction to working with the LGBTQIA Community
Available until
March 12, 2022
Natalia Kujan Gentry, Esq.
%
COMPLETE
A Financial Planners Perspective on Trust Funding
Available until
January 27, 2022
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Income Planning: How to Prepare Your Clients for Rising Inflation
Available until
December 15, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
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.
%
COMPLETE
Wealth Transfers through Purposeful Gifting
Available until
July 15, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Leveraging Tax Deferred Annuities in Irrevocable Trusts
Available until
June 23, 2021
Chris Bogren, JD
%
COMPLETE
Liquidity Opportunities in Rental Property… This is the Year!
Available until
June 22, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Financial Planning Considerations in Acquiring, Maintaining and Passing on a Vacation Home
Available until
June 3, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Beneficiary Planning after Divorce
Available until
April 20, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
All Trusts are NOT Created Equal
Available until
April 14, 2021
Ruth Raftery, JD, CPA
%
COMPLETE
A Financial Planners Perspective on Estate Planning
Available until
March 24, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Special Needs Planning: You cannot “fake it until you make it”
Available until
March 10, 2021
Debbie Niemann, MBA, ChSNC
%
COMPLETE
Addressing Deferred Interest Build-up
Available until
February 25, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Art and Collectibles: Preserve, Protect, Manage and Plan
Available until
February 3, 2021
Alanna Fabbri Butera, MA
%
COMPLETE
Pet Trusts
Available until
12/9/2020
Tricia L. Lincoln, Esq.
%
COMPLETE
How much should an Attorney Drafted Estate Plan Cost?
Available until
October 7, 2020
James L. Cunningham, JR.
%
COMPLETE
Essential Estate Planning Check-Up
Available until
August 5, 2020
Jill L. Miller, Esq.
%
COMPLETE
Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
Available until
July 8, 2020
Brian E. Raftery Esq.
%
COMPLETE
Advanced Beneficiary Planning
Available until
June 11, 2020
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
1
2
Next ›
Last »