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Author:
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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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Insurance Planning
APEG Foundations of Financial Planning
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A 24-Contact Hour, On-Demand Course
Foundations Team
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4 Strategies for Maximizing Life Insurance Value for Planning
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May 10, 2023
Jamie L. Mendelsohn
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Leverage the Fair Market Value of Life Insurance
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July 20, 2022
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Cyber Exposure, Know the Risks and How to Stay Protected
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June 8, 2022
Ben Rathbun, M.B.A.
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The Power of the MEC
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March 30, 2022
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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Home, Auto and Excess Liability
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Evaluating a situation to optimize coverage.
Brian Boak, CPRIA, CLU
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The Missing Piece of Financial Planning: Prop. & Casualty Insurance
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The Importance of Careful Risk Management
Brian Boak, CPRIA, CLU
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Addressing a Long-Term Care Event
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Understand important elements of addressing a long-term care event.
Jeffrey Hoenle, CFP, AEP
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