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Liquidity Opportunities in Rental Property… This is the Year!
June 22, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Managing Capital Gains Tax: Are Opportunity Zones a Solution?
June 9, 2021
Richard Hillson Richard Hillson
Financial Planning Considerations in Acquiring, Maintaining and Passing on a Vacation Home
June 3, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Options for dealing with a Notice from the IRS
May 12, 2021
Venar Ayar Venar Ayar
Help Protect the Elderly from Financial Fraud (Written Content Only)
April 28, 2021
Bryan Drake Bryan Drake
Beneficiary Planning after Divorce
April 20, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
All Trusts are NOT Created Equal
April 14, 2021
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
A Financial Planners Perspective on Estate Planning
March 24, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Special Needs Planning: You cannot “fake it until you make it”
March 10, 2021
Debbie Niemann, MBA, ChSNC Debbie Niemann, MBA, ChSNC
Addressing Deferred Interest Build-up
February 25, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Art and Collectibles: Preserve, Protect, Manage and Plan
February 3, 2021
Alanna Fabbri Butera, MA Alanna Fabbri Butera, MA
Beware of Clients with Non-US Connections
January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA) Daren Raoux, CPA, CA, CPA (IL, USA)
Pet Trusts
12/9/2020
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
Income Tax Planning: To Roth or Not To Roth……
November 23,2020
Matthew Stojkov Matthew Stojkov
REITS - 101
November 24,2020
Richard Hillson Richard Hillson
How much should an Attorney Drafted Estate Plan Cost?
October 7, 2020
James L. Cunningham, JR. James L. Cunningham, JR.
Essential Estate Planning Check-Up
August 5, 2020
Jill L. Miller, Esq. Jill L. Miller, Esq.
Integrating a New Advisor into your Practice
July 31, 2020
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
July 8, 2020
Brian E. Raftery Esq. Brian E. Raftery Esq.
APEG Practice Development: Be a Pro
July 1, 2020; 11:00 AM Eastern
Jedidiah Collins Jedidiah Collins
Advanced Beneficiary Planning
June 11, 2020
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
529's There Might Be a Better Path
June 3, 2020
D. Andrew Hickman D. Andrew Hickman
Fee Compression: Avoiding the Race to the Bottom
May 13, 2020, 11:00am
Richard Hillson Richard Hillson
Flood: The Client's Risk Exposure
Flood: Is the exposure included in your clients Risk Management?
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
Case Studies in the Secondary Market for Life Insurance
April 29, 2020
Jamie L. Mendelsohn Jamie L. Mendelsohn
How to Build a Valuable Business
Learn the key elements of how a business is valued for both estate planning and sale purposes.
Eric C. Ward, ASA Eric C. Ward, ASA
The Practicality of the Income Matrix (TM)
Learn to utilize one of the most effective income planning tools.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Dealing with Incapacity: Guardianship v. Durable Power of Attorney
March 11, 2020
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
Revocable Living Trust Boot Camp
The Basic Training for Understanding Revocable Living Trusts
Jill L. Miller, Esq. Jill L. Miller, Esq.
The Roth IRA: Missed Planning Opportunities
Learn planning techniques utilizing Roth IRAs
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Alternative Investments
Richard Hillson Richard Hillson
The Five Things Every Financial Professional Should Know About Estate Planning
Supporting Your Client's Estate Planning Needs
Jill L. Miller, Esq. Jill L. Miller, Esq.
Trustee Training Workshop
Learn the responsibilities of the trustee both at incapacity and/or death.
Gregory C. Hamilton, Esq. Gregory C. Hamilton, Esq.
Anatomy of Divorce
Learn the common elements of divorce.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Understanding Child Support
Learn the elements that factor into child support.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Home, Auto and Excess Liability
Evaluating a situation to optimize coverage.
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU