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Estate & Legal Planning
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Estate & Legal Planning (49)
Tax Planning (27)
Insurance Planning (18)
Income Planning (18)
Employee Benefits (7)
Investment Planning (19)
College Planning (10)
Financial Planning (10)
Social Security (7)
Medicare (4)
Foundations (4)
Practice Management (9)
Upcoming Member Event (1)
Annuities (3)
Business Owners (3)
Charitable Planning (1)
Artificial Reproductive Therapy (1)
Digital Assets (2)
Special Needs (3)
Real Estate (3)
Divorce (6)
Trusts (21)
Art & Collecctibles (1)
Non US Issues (1)
Personal Development (1)
Veterans (1)
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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.
Bryan Drake
Chris Bogren, JD
Contact Us 800-568-2444
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
Elizabeth Forspan, Esquire
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
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
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Estate & Legal Planning
APEG Foundations of Financial Planning
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Financial Planning with Reverse Mortgages
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Alexus Rogers
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Declining Mental Capacity and How It Affects Estate Plans
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Judith Pearson
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Trusts and the Great Wealth Transfer
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Michelle R. Diamond
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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
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November 22, 2022
Gregg R. Fortune, CFP, CFS, AEP, ChFC
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The SECURE Act & New Proposed IRS Regulations
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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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Adding a “Letter of Wishes” to your Estate Plan
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May 11, 2022
Jill L. Miller, Esq.
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The Sandwich Generation: Helping Your Clients Plan for Their Parents and Themselves
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April 13, 2022
Elizabeth Forspan, Esquire
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Being an Ally: An Introduction to working with the LGBTQIA Community
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Natalia Kujan Gentry, Esq.
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A Financial Planners Perspective on Trust Funding
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Jeffrey Hoenle, CFP, AEP
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Estate Planning: Revisiting Irrevocable Life Insurance Trusts
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Ruth Raftery, JD, CPA
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What’s So Special About Special Needs Planning?
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September 22, 2021
Russell J. Fishkind, Esq.
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Wealth Transfers through Purposeful Gifting
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July 15, 2021
Jeffrey Hoenle, CFP, AEP
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Leveraging Tax Deferred Annuities in Irrevocable Trusts
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June 23, 2021
Chris Bogren, JD
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Liquidity Opportunities in Rental Property… This is the Year!
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June 22, 2021
Jeffrey Hoenle, CFP, AEP
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Financial Planning Considerations in Acquiring, Maintaining and Passing on a Vacation Home
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June 3, 2021
Jeffrey Hoenle, CFP, AEP
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Beneficiary Planning after Divorce
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April 20, 2021
Jeffrey Hoenle, CFP, AEP
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All Trusts are NOT Created Equal
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April 14, 2021
Ruth Raftery, JD, CPA
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A Financial Planners Perspective on Estate Planning
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March 24, 2021
Jeffrey Hoenle, CFP, AEP
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Special Needs Planning: You cannot “fake it until you make it”
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March 10, 2021
Debbie Niemann, MBA, ChSNC
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Art and Collectibles: Preserve, Protect, Manage and Plan
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February 3, 2021
Alanna Fabbri Butera, MA
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Beware of Clients with Non-US Connections
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January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA)
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Pet Trusts
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Tricia L. Lincoln, Esq.
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Essential Estate Planning Check-Up
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August 5, 2020
Jill L. Miller, Esq.
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Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
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Brian E. Raftery Esq.
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Advanced Beneficiary Planning
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June 11, 2020
Jeffrey Hoenle, CFP, AEP
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Dealing with Incapacity: Guardianship v. Durable Power of Attorney
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Tricia L. Lincoln, Esq.
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Revocable Living Trust Boot Camp
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The Basic Training for Understanding Revocable Living Trusts
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The Five Things Every Financial Professional Should Know About Estate Planning
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Anatomy of Divorce
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