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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
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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Trusts
Revocable Trusts and Planning for Incapacity
Available until
May 24, 2023
Michelle R. Diamond
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COMPLETE
Trusts and the Great Wealth Transfer
Available until
March 8, 2023
Michelle R. Diamond
%
COMPLETE
The Power of the “Defective” Grantor Trust
Available until
December 7, 2022
Brian E. Raftery Esq.
%
COMPLETE
The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan
Available until
November 22, 2022
Gregg R. Fortune, CFP, CFS, AEP, ChFC
%
COMPLETE
Helping Your Clients with Estate Planning
Available until
October 5, 2022
Leah Del Percio, Esquire
%
COMPLETE
A Financial Planners Perspective on Trust Funding
Available until
January 27, 2022
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Estate Planning: Revisiting Irrevocable Life Insurance Trusts
Available until
November 17, 2021
Ruth Raftery, JD, CPA
%
COMPLETE
What’s So Special About Special Needs Planning?
Available until
September 22, 2021
Russell J. Fishkind, Esq.
%
COMPLETE
Delaware Statutory Trusts (DSTs) – A less hands-on way to benefit from a 1031 exchange
Available until
August 11, 2021
Richard Hillson
%
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
All Trusts are NOT Created Equal
Available until
April 14, 2021
Ruth Raftery, JD, CPA
%
COMPLETE
A Financial Planners Perspective on Estate Planning
Available until
March 24, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Special Needs Planning: You cannot “fake it until you make it”
Available until
March 10, 2021
Debbie Niemann, MBA, ChSNC
%
COMPLETE
Pet Trusts
Available until
12/9/2020
Tricia L. Lincoln, Esq.
%
COMPLETE
REITS - 101
Available until
November 24,2020
Richard Hillson
%
COMPLETE
Essential Estate Planning Check-Up
Available until
August 5, 2020
Jill L. Miller, Esq.
%
COMPLETE
Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
Available until
July 8, 2020
Brian E. Raftery Esq.
%
COMPLETE
Revocable Living Trust Boot Camp
Available until
The Basic Training for Understanding Revocable Living Trusts
Jill L. Miller, Esq.
%
COMPLETE
The Key Estate Planning Documents
Available until
Wills, Trusts, Powers of Attorneys
Jeffrey Hoenle, CFP, AEP
%
COMPLETE