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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.
REITS - 101
November 24,2020
Richard Hillson Richard Hillson
Essential Estate Planning Check-Up
August 5, 2020
Jill L. Miller, Esq. Jill L. Miller, Esq.
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
Flood: The Client's Risk Exposure
Flood: Is the exposure included in your clients Risk Management?
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
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
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.
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.
Interesting Cases in Family Law
The Family Courts are ripe with cases that help to round out a planners legal knowledge.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Financial Considerations for Unwed Parents
In a modern-family world, planners should be aware of the needs of unwed parents.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Special Needs Planning & Applicable Social Security Benefits
Planning to qualify for maximizing Social Security Benefits for Special Needs
Sara A. Schimke, Esq. Sara A. Schimke, Esq.
The Basics of Income Planning
The elements of a families retirement income plan.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Ten Ways to Mitigate Financial Loss in Divorce
What every financial planning professional should consider when their clients face divorce.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
The Three Worlds of Savings and Investing
Learn a step-by-step process to communicate the relationship between investments and savings.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Key Estate Planning Documents
Wills, Trusts, Powers of Attorneys
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Income Planner's Toolbox
Learn the Art and Science of Income Planning from Two Experienced Advisors!
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$1,495
Pro Desk with Gregg Fortune
Private Tutoring Using Your Real Client Situation as the Centerpiece
Gregg R. Fortune, CFP, CFS, AEP, ChFC Gregg R. Fortune, CFP, CFS, AEP, ChFC
FREE
Update Your Branded Materials
Contact Us 800-568-2444 Contact Us 800-568-2444
$295