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Estate & Legal Planning (65)
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1 Hour Course/Webinar (87)
Practice Management (6)
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Alanna Fabbri Butera, MA
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
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 Knaus, CFP, RICP
James L. Cunningham, JR.
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.
John Horwath
Joshua Lackowski
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
Find a product
Liquidity Opportunities in Rental Property… This is the Year!
Available until
June 22, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Managing Capital Gains Tax: Are Opportunity Zones a Solution?
Available until
June 9, 2021
Richard Hillson
%
COMPLETE
Financial Planning Considerations in Acquiring, Maintaining and Passing on a Vacation Home
Available until
June 3, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Options for dealing with a Notice from the IRS
Available until
May 12, 2021
Venar Ayar
%
COMPLETE
Help Protect the Elderly from Financial Fraud (Written Content Only)
Available until
April 28, 2021
Bryan Drake
%
COMPLETE
Beneficiary Planning after Divorce
Available until
April 20, 2021
Jeffrey Hoenle, CFP, AEP
%
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
Addressing Deferred Interest Build-up
Available until
February 25, 2021
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Art and Collectibles: Preserve, Protect, Manage and Plan
Available until
February 3, 2021
Alanna Fabbri Butera, MA
%
COMPLETE
Beware of Clients with Non-US Connections
Available until
January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA)
%
COMPLETE
Pet Trusts
Available until
12/9/2020
Tricia L. Lincoln, Esq.
%
COMPLETE
Income Tax Planning: To Roth or Not To Roth……
Available until
November 23,2020
Matthew Stojkov
%
COMPLETE
REITS - 101
Available until
November 24,2020
Richard Hillson
%
COMPLETE
How much should an Attorney Drafted Estate Plan Cost?
Available until
October 7, 2020
James L. Cunningham, JR.
%
COMPLETE
Essential Estate Planning Check-Up
Available until
August 5, 2020
Jill L. Miller, Esq.
%
COMPLETE
Integrating a New Advisor into your Practice
Available until
July 31, 2020
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
Available until
July 8, 2020
Brian E. Raftery Esq.
%
COMPLETE
APEG Practice Development: Be a Pro
Available until
July 1, 2020; 11:00 AM Eastern
Jedidiah Collins
%
COMPLETE
Advanced Beneficiary Planning
Available until
June 11, 2020
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
529's There Might Be a Better Path
Available until
June 3, 2020
D. Andrew Hickman
%
COMPLETE
Fee Compression: Avoiding the Race to the Bottom
Available until
May 13, 2020, 11:00am
Richard Hillson
%
COMPLETE
Flood: The Client's Risk Exposure
Available until
Flood: Is the exposure included in your clients Risk Management?
Brian Boak, CPRIA, CLU
%
COMPLETE
Case Studies in the Secondary Market for Life Insurance
Available until
April 29, 2020
Jamie L. Mendelsohn
%
COMPLETE
How to Build a Valuable Business
Available until
Learn the key elements of how a business is valued for both estate planning and sale purposes.
Eric C. Ward, ASA
%
COMPLETE
The Practicality of the Income Matrix (TM)
Available until
Learn to utilize one of the most effective income planning tools.
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Dealing with Incapacity: Guardianship v. Durable Power of Attorney
Available until
March 11, 2020
Tricia L. Lincoln, Esq.
%
COMPLETE
Revocable Living Trust Boot Camp
Available until
The Basic Training for Understanding Revocable Living Trusts
Jill L. Miller, Esq.
%
COMPLETE
The Roth IRA: Missed Planning Opportunities
Available until
Learn planning techniques utilizing Roth IRAs
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Alternative Investments
Available until
Richard Hillson
%
COMPLETE
The Five Things Every Financial Professional Should Know About Estate Planning
Available until
Supporting Your Client's Estate Planning Needs
Jill L. Miller, Esq.
%
COMPLETE
Trustee Training Workshop
Available until
Learn the responsibilities of the trustee both at incapacity and/or death.
Gregory C. Hamilton, Esq.
%
COMPLETE
Anatomy of Divorce
Available until
Learn the common elements of divorce.
Natalia Kujan Gentry, Esq.
%
COMPLETE
Understanding Child Support
Available until
Learn the elements that factor into child support.
Natalia Kujan Gentry, Esq.
%
COMPLETE
Home, Auto and Excess Liability
Available until
Evaluating a situation to optimize coverage.
Brian Boak, CPRIA, CLU
%
COMPLETE
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