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APEG Foundations of Financial Planning
A 24-Contact Hour, On-Demand Course
- Course
- By Foundations Team
An Attorney’s Perspective: The Good, The Bad & The Ugly of Working with Financial Professionals
May 22, 2024
- Course
- By Jill L. Miller, Esq.
Determining Your Client’s Retirement Income Style
March 27, 2024
- Course
- By Wade D. Pfau, PhD, CFA, RICP
Financial Planner's Pathway
Your Bridge to Financial Planning
- Course
- By Contact Us 800-568-2444
IRA Beneficiary Rules After the SECURE Act
January 8, 2025
- Course
- By Jay Kautt, JD
New Trends in Vacation Home Planning
April 24, 2024
- Course
- By Jeffrey Hoenle, CFP, AEP
Tax & Retirement Planning with Cash Balance Plans
February 12, 2025
- Course
- By Larry R. Blades
Tax Planning with Holistiplan
November 1, 2023
- Course
- By Emily Joles, CFP®, EA
Taxation of Non-Qualified Annuities-Tips, Traps, and Strategies
April 5, 2023
- Course
- By Joel A. Koeniguer, CLU®, ChFC®
The Election is over "Let's Talk Taxes"
December 4, 2024
- Course
- By Ruth Raftery, JD, CPA
The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan
November 22, 2022
- Course
- By Gregg R. Fortune, CFP, CFS, AEP, ChFC
The Power of the MEC
March 30, 2022
- Course
- By Jeffrey Hoenle, CFP, AEP
The Power of the “Defective” Grantor Trust
December 7, 2022
- Course
- By Brian E. Raftery Esq.
The Prior Year Tax Return Says A Lot!
June, 14, 2023
- Course
- By James R. Sommerville, CPA, PLLC
What every financial professional NEEDS to know about the CTA
February 6, 2024
- Course
- By Thomas Tietz, Esquire
When Clients Divorce: The Role of the Financial Professional
March 19, 2025
- Course
- By Nancy Hetrick, CDFA®
Working with a Client who serves a Trustee
February 28, 2024
- Course
- By Michelle R. Diamond