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Estate & Legal Planning (49)
Tax Planning (27)
Insurance Planning (18)
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Investment Planning (19)
College Planning (10)
Financial Planning (10)
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Trusts (21)
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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
Elizabeth Forspan, Esquire
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
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
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Adding a “Letter of Wishes” to your Estate Plan
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The Sandwich Generation: Helping Your Clients Plan for Their Parents and Themselves
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April 13, 2022
Elizabeth Forspan, Esquire
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The Power of the MEC
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March 30, 2022
Jeffrey Hoenle, CFP, AEP
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Being an Ally: An Introduction to working with the LGBTQIA Community
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March 12, 2022
Natalia Kujan Gentry, Esq.
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A Financial Planners Perspective on Trust Funding
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Jeffrey Hoenle, CFP, AEP
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Income Planning: How to Prepare Your Clients for Rising Inflation
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December 15, 2021
Jeffrey Hoenle, CFP, AEP
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401(k) Plans: Connecting with Business Owners & Their Employees
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December 9, 2021
Rickie Taylor
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Estate Planning: Revisiting Irrevocable Life Insurance Trusts
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November 17, 2021
Ruth Raftery, JD, CPA
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What’s So Special About Special Needs Planning?
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September 22, 2021
Russell J. Fishkind, Esq.
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Understanding Blockchain and Digital Assets
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Ric Edelman
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Cutting Through the Complexity of Structured Annuities
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August 18, 2021
Scott Stolz, CFP®, RICP®
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Delaware Statutory Trusts (DSTs) – A less hands-on way to benefit from a 1031 exchange
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August 11, 2021
Richard Hillson
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Wealth Transfers through Purposeful Gifting
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July 15, 2021
Jeffrey Hoenle, CFP, AEP
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Leveraging Tax Deferred Annuities in Irrevocable Trusts
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June 23, 2021
Chris Bogren, JD
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Liquidity Opportunities in Rental Property… This is the Year!
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June 22, 2021
Jeffrey Hoenle, CFP, AEP
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Managing Capital Gains Tax: Are Opportunity Zones a Solution?
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June 9, 2021
Richard Hillson
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Financial Planning Considerations in Acquiring, Maintaining and Passing on a Vacation Home
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Jeffrey Hoenle, CFP, AEP
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Options for dealing with a Notice from the IRS
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May 12, 2021
Venar Ayar
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Help Protect the Elderly from Financial Fraud (Written Content Only)
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April 28, 2021
Bryan Drake
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Beneficiary Planning after Divorce
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April 20, 2021
Jeffrey Hoenle, CFP, AEP
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All Trusts are NOT Created Equal
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April 14, 2021
Ruth Raftery, JD, CPA
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A Financial Planners Perspective on Estate Planning
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March 24, 2021
Jeffrey Hoenle, CFP, AEP
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Special Needs Planning: You cannot “fake it until you make it”
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March 10, 2021
Debbie Niemann, MBA, ChSNC
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Addressing Deferred Interest Build-up
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February 25, 2021
Jeffrey Hoenle, CFP, AEP
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Art and Collectibles: Preserve, Protect, Manage and Plan
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February 3, 2021
Alanna Fabbri Butera, MA
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Beware of Clients with Non-US Connections
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January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA)
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Pet Trusts
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Tricia L. Lincoln, Esq.
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REITS - 101
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Richard Hillson
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Essential Estate Planning Check-Up
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August 5, 2020
Jill L. Miller, Esq.
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Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
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Brian E. Raftery Esq.
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APEG Practice Development: Be a Pro
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July 1, 2020; 11:00 AM Eastern
Jedidiah Collins
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Advanced Beneficiary Planning
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June 11, 2020
Jeffrey Hoenle, CFP, AEP
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Flood: The Client's Risk Exposure
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Flood: Is the exposure included in your clients Risk Management?
Brian Boak, CPRIA, CLU
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How to Build a Valuable Business
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Learn the key elements of how a business is valued for both estate planning and sale purposes.
Eric C. Ward, ASA
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The Practicality of the Income Matrix (TM)
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Learn to utilize one of the most effective income planning tools.
Jeffrey Hoenle, CFP, AEP
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Dealing with Incapacity: Guardianship v. Durable Power of Attorney
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Tricia L. Lincoln, Esq.
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