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Financial Planning


APEG Membership
A Community of Professionals Engaged in Comprehensive Planning
100 Course Bundle
$1,495/year
Exclusive SPS Family Membership
An SPS Community Committed to Financial Planning
92 Course Bundle
$1,495
Advisor Group Jump Start - Cohort 4
December 2022 Cohort
Contact Us 800-568-2444 Contact Us 800-568-2444
$2,750
Advisor Essentials for Producers Choice Network
Ongoing Professional Development
99 Course Bundle
$695/year
Planning under SECURE 2.0
January 25, 2023
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
FREE
Maximizing the 3 Buckets of Revenue
September 8, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Let’s Talk about Bitcoin, Blockchain, & Other Digital Assets
May 25, 2022
Ric Edelman Ric Edelman
The Sandwich Generation: Helping Your Clients Plan for Their Parents and Themselves
April 13, 2022
Elizabeth Forspan, Esquire Elizabeth Forspan, Esquire
The Power of the MEC
March 30, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
401(k) Plans: Connecting with Business Owners & Their Employees
December 9, 2021
Rickie Taylor Rickie Taylor
Estate Planning: Revisiting Irrevocable Life Insurance Trusts
November 17, 2021
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
What’s So Special About Special Needs Planning?
September 22, 2021
Russell J. Fishkind, Esq. Russell J. Fishkind, Esq.
Cutting Through the Complexity of Structured Annuities
August 18, 2021
Scott Stolz, CFP®, RICP® Scott Stolz, CFP®, RICP®
Delaware Statutory Trusts (DSTs) – A less hands-on way to benefit from a 1031 exchange
August 11, 2021
Richard Hillson Richard Hillson
Wealth Transfers through Purposeful Gifting
July 15, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Leveraging Tax Deferred Annuities in Irrevocable Trusts
June 23, 2021
Chris Bogren, JD Chris Bogren, JD
Liquidity Opportunities in Rental Property… This is the Year!
June 22, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Managing Capital Gains Tax: Are Opportunity Zones a Solution?
June 9, 2021
Richard Hillson Richard Hillson
Financial Planning Considerations in Acquiring, Maintaining and Passing on a Vacation Home
June 3, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
A Financial Planners Perspective on Estate Planning
March 24, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Special Needs Planning: You cannot “fake it until you make it”
March 10, 2021
Debbie Niemann, MBA, ChSNC Debbie Niemann, MBA, ChSNC
Addressing Deferred Interest Build-up
February 25, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Income Tax Planning: To Roth or Not To Roth……
November 23,2020
Matthew Stojkov Matthew Stojkov
Case Studies in the Secondary Market for Life Insurance
April 29, 2020
Jamie L. Mendelsohn Jamie L. Mendelsohn
How to Build a Valuable Business
Learn the key elements of how a business is valued for both estate planning and sale purposes.
Eric C. Ward, ASA Eric C. Ward, ASA
The Practicality of the Income Matrix (TM)
Learn to utilize one of the most effective income planning tools.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Roth IRA: Missed Planning Opportunities
Learn planning techniques utilizing Roth IRAs
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Considerations in Owning Rental Property
Understanding the financial, legal, tax and insurance elements of owning rental property.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Financial Considerations for Unwed Parents
In a modern-family world, planners should be aware of the needs of unwed parents.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
The Three Worlds of Savings and Investing
Learn a step-by-step process to communicate the relationship between investments and savings vehicles.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Foundations: Overview to Financial Planning Single Topic
Single Topic Course Only
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$295
Foundations: Emp. Benefits, Social Security, Medicare Single Topic
Single Topic Course Only
Mark T. Wise, CFP, CRPC Mark T. Wise, CFP, CRPC
$295