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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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November 1, 2023
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Taxation of Non-Qualified Annuities-Tips, Traps, and Strategies
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Joel A. Koeniguer, CLU®, ChFC®
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Beneficiary Planning with SECURE
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The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan
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Beware of Clients with Non-US Connections
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Daren Raoux, CPA, CA, CPA (IL, USA)
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Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
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Advanced Beneficiary Planning
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The Basics of Income Planning
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The elements of a families retirement income plan.
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