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Estate & Legal Planning (65)
Tax Planning (27)
Insurance Planning (27)
Income Planning (20)
Employee Benefits (13)
Social Security & Medicare (12)
Investment Planning (27)
College Planning (15)
Financial Planning (47)
Social Security (6)
Medicare (6)
Foundations (19)
12+ Hour Course (8)
3 Hour Course (8)
1 Hour Course/Webinar (87)
Practice Management (6)
Upcoming Member Event (2)
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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
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Life Settlements: Today's Issues and Opportunities
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When your client's situation changes, consider the secondary market for life insurance policies.
Jamie L. Mendelsohn
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Interesting Cases in Family Law
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Learn by example.....the Family Courts are ripe with cases that help to round of a planners legal knowledge.
Natalia Kujan Gentry, Esq.
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Prenuptial Agreements
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Addressing pre and post marital planning.
Natalia Kujan Gentry, Esq.
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Considerations in Owning Rental Property
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Understanding the financial, legal, tax and insurance elements of owning rental property.
Jeffrey Hoenle, CFP, AEP
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Financial Considerations for Unwed Parents
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In a modern-family world, planners should be aware of the needs of unwed parents.
Natalia Kujan Gentry, Esq.
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Special Needs Planning & Applicable Social Security Benefits
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Planning to qualify for maximizing Social Security Benefits for Special Needs
Sara A. Schimke, Esq.
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Understanding Veterans Benefits
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Enhanced Veterans Benefit Planning
Sara A. Schimke, Esq.
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The Basics of Income Planning
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The elements of a families retirement income plan.
Jeffrey Hoenle, CFP, AEP
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Ten Ways to Mitigate Financial Loss in Divorce
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What every financial planning professional should consider when their clients face divorce.
Natalia Kujan Gentry, Esq.
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The Missing Piece of Financial Planning: Prop. & Casualty Insurance
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The Importance of Careful Risk Management
Brian Boak, CPRIA, CLU
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Addressing a Long-Term Care Event
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Understand important elements of addressing a long-term care event.
Jeffrey Hoenle, CFP, AEP
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The Three Worlds of Savings and Investing
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Learn a step-by-step process to communicate the relationship between investments and savings vehicles.
Jeffrey Hoenle, CFP, AEP
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The Key Estate Planning Documents
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Wills, Trusts, Powers of Attorneys
Jeffrey Hoenle, CFP, AEP
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Foundations: Overview to Financial Planning Single Topic
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Single Topic Course Only
Jeffrey Hoenle, CFP, AEP
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$295
Foundations: Estate Planning Single Topic
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Single Topic Course Only
Tricia L. Lincoln, Esq.
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$295
Foundations: Income Tax Single Topic
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Single Topic Course Only
Ruth Raftery, JD, CPA
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$295
Foundations: Risk Management Single Topic
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Single Topic Course Only
Terry Altman,CFP,CLU
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$295
Foundations: Income Planning Single Topic
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Single Topic Course Only
James Knaus, CFP, RICP
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$295
Foundations: Emp. Benefits, Social Security, Medicare Single Topic
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Single Topic Course Only
Mark T. Wise, CFP, CRPC
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$295
Foundations: Investment Planning Single Topic
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Single Topic Course Only
Donald Denstaedt, CFP
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$295
Foundations: College Planning Single Topic
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Single Topic Course Only
D. Andrew Hickman
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$295
The Income Planner's Toolbox
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Learn the Art and Science of Income Planning from Two Experienced Advisors!
Jeffrey Hoenle, CFP, AEP
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$1,495
(1) Alternative Investments Toolbox
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Learn about various Alternative Investment Vehicles
Richard Hillson
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$1,495
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