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Investment Planning


APEG Membership
A Community of Professionals Engaged in Comprehensive Planning
98 Course Bundle
$1,495/year
Exclusive SPS Family Membership
An SPS Community Committed to Financial Planning
90 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
97 Course Bundle
$695/year
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
Understanding Blockchain and Digital Assets
September 15, 2021
Ric Edelman Ric Edelman
Cutting Through the Complexity of Structured Annuities
August 18, 2021
Scott Stolz, CFP®, RICP® Scott Stolz, CFP®, RICP®
REITS - 101
November 24,2020
Richard Hillson Richard Hillson
Fee Compression: Avoiding the Race to the Bottom
May 13, 2020, 11:00am
Richard Hillson Richard Hillson
Case Studies in the Secondary Market for Life Insurance
April 29, 2020
Jamie L. Mendelsohn Jamie L. Mendelsohn
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
Alternative Investments
Richard Hillson Richard Hillson
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
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: Investment Planning Single Topic
Single Topic Course Only
Donald Denstaedt, CFP Donald Denstaedt, CFP
$295