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Estate & Legal Planning (66)
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Insurance Planning (27)
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Financial Planning (48)
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Foundations (19)
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Practice Management (6)
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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
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Insurance Planning
APEG Membership
Available until
A Community of Professionals Engaged in Comprehensive Planning
100 Course Bundle
%
COMPLETE
$1,495/year
Exclusive SPS Family Membership
Available until
An SPS Community Committed to Financial Planning
92 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
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Ongoing Professional Development
99 Course Bundle
%
COMPLETE
$695/year
Estate Planning: Revisiting Irrevocable Life Insurance Trusts
Available until
November 17, 2021
Ruth Raftery, JD, CPA
%
COMPLETE
Cutting Through the Complexity of Structured Annuities
Available until
August 18, 2021
Scott Stolz, CFP®, RICP®
%
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
Beneficiary Planning after Divorce
Available until
April 20, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Advanced Beneficiary Planning
Available until
June 11, 2020
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Flood: The Client's Risk Exposure
Available until
Flood: Is the exposure included in your clients Risk Management?
Brian Boak, CPRIA, CLU
%
COMPLETE
Case Studies in the Secondary Market for Life Insurance
Available until
April 29, 2020
Jamie L. Mendelsohn
%
COMPLETE
Home, Auto and Excess Liability
Available until
Evaluating a situation to optimize coverage.
Brian Boak, CPRIA, CLU
%
COMPLETE
Life Settlements: Today's Issues and Opportunities
Available until
When your client's situation changes, consider the secondary market for life insurance policies.
Jamie L. Mendelsohn
%
COMPLETE
The Missing Piece of Financial Planning: Prop. & Casualty Insurance
Available until
The Importance of Careful Risk Management
Brian Boak, CPRIA, CLU
%
COMPLETE
Addressing a Long-Term Care Event
Available until
Understand important elements of addressing a long-term care event.
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Foundations: Risk Management Single Topic
Available until
Single Topic Course Only
Terry Altman,CFP,CLU
%
COMPLETE
$295