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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
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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
Dwight Eberts
Elizabeth Forspan, Esquire
Emily Joles, CFP®, EA
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
Lily Vittayarukskul
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®
Susan L. Chalgian, Esquire
Susan L. Chalgian, Esquire
Terry Altman,CFP,CLU
Thomas Tietz, Esquire
Tricia L. Lincoln, Esq.
Venar Ayar
Wade D. Pfau, PhD, CFA, RICP
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Financial Planning
Financial Planner's Pathway
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Your Bridge to Financial Planning
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The Election is over "Let's Talk Taxes"
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Ruth Raftery, JD, CPA
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Planning for a "Silver Marriage"
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Novemer 13, 2024
Jeffrey Hoenle, CFP, AEP
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The Corporate Transparency Act – Deadline Approaching!
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October 23, 2024
Thomas Tietz, Esquire
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Pre and Post Nuptial Agreements: Not just for the Rich & Famous
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Tricia L. Lincoln, Esq.
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Major Changes to College Search
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Cozette (Cozy) Wittman
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Aging, Caregiving & the Role of the Financial Professional
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July 24, 2024
Lily Vittayarukskul
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Maximize Life Insurance Value: Ethical and Professional Responsibility
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June 26, 2024
Jamie L. Mendelsohn
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An Attorney’s Perspective: The Good, The Bad & The Ugly of Working with Financial Professionals
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May 22, 2024
Jill L. Miller, Esq.
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New Trends in Vacation Home Planning
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Jeffrey Hoenle, CFP, AEP
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Determining Your Client’s Retirement Income Style
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Wade D. Pfau, PhD, CFA, RICP
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Working with a Client who serves a Trustee
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February 28, 2024
Michelle R. Diamond
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What every financial professional NEEDS to know about the CTA
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February 6, 2024
Thomas Tietz, Esquire
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Planning for the End of TCJA
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January 24, 2024
Jeffrey Hoenle, CFP, AEP
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Understanding Veteran’s Benefits
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Susan L. Chalgian, Esquire
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Tax Planning with Holistiplan
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November 1, 2023
Emily Joles, CFP®, EA
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The Intersection of Estate and Elder Care Planning:
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October 26, 2023
Elizabeth Forspan, Esquire
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Financial Strategies to Pay for College & the Strategic Use of Student Loans
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September 27, 2023
Cozette (Cozy) Wittman
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Student Loan Repayments Start in October Are your clients ready?.....Are you ready?
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September 13, 2023
Alexus Rogers
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Digital Asset Estate Planning
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August 23, 2023
James G. Burnes, Esquire
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Almost Everyone Wants Protected Income, But Few Buy It. Why?
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August 9, 2023
Scott Stolz, CFP®, RICP®
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Financial Planning with Reverse Mortgages
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July, 26 2023
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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