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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
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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Insurance Planning
APEG Foundations of Financial Planning
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A 24-Contact Hour, On-Demand Course
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4 Strategies for Maximizing Life Insurance Value for Planning
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The Power of the MEC
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Jeffrey Hoenle, CFP, AEP
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Estate Planning: Revisiting Irrevocable Life Insurance Trusts
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November 17, 2021
Ruth Raftery, JD, CPA
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Wealth Transfers through Purposeful Gifting
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July 15, 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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Advanced Beneficiary Planning
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June 11, 2020
Jeffrey Hoenle, CFP, AEP
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Flood: The Client's Risk Exposure
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Flood: Is the exposure included in your clients Risk Management?
Brian Boak, CPRIA, CLU
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