APEG - Advanced Planning Educational Group, Inc.
  • Home
  • Foundations
  • Membership
  • All Offerings
  • Community Resources
  • More
    • Leadership Team
    • Professional Partner Network
    • Curriculum Contributors
    • Frequently Asked Questions
  • Login
Category:
  • All
  • Estate & Legal Planning (52)
  • Tax Planning (23)
  • Insurance Planning (23)
  • Income Planning (17)
  • Employee Benefits (10)
  • Social Security & Medicare (9)
  • Investment Planning (22)
  • College Planning (11)
  • Financial Planning (37)
  • Social Security (6)
  • Medicare (6)
  • Foundations (17)
  • 12+ Hour Course (5)
  • 3 Hour Course (8)
  • 1 Hour Course/Webinar (67)
  • Practice Management (6)
  • Upcoming Member Event (2)
Author:
  • All
  • Alanna Fabbri Butera, MA
  • 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 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
  • Gregory C. Hamilton, Esq.
  • Hanna Y. Laver
  • James Knaus, CFP, RICP
  • James L. Cunningham, JR.
  • Jamie L. Mendelsohn
  • Jedidiah Collins
  • Jeffrey Hoenle, CFP, AEP
  • Jill L. Miller, Esq.
  • John Horwath
  • Joshua Lackowski
  • Lubna J. Channo, CPA, CTS, CTP
  • Mark T. Wise, CFP, CRPC
  • Martin M. Shenkman
  • Matthew Stojkov
  • 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
Understanding Veterans Administration Benefits

Available until

Enhanced Veterans Benefit Planning
Sara A. Schimke, Esq. Sara A. Schimke, Esq.
%
COMPLETE
The Basics of Income Planning

Available until

The elements of a families retirement income plan.
Jeffrey Hoenle, CFP,  AEP Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Ten Ways to Mitigate Financial Loss in Divorce

Available until

What every financial planning professional should consider when their clients face divorce.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
%
COMPLETE
The Missing Piece of Financial Planning: Prop. & Casualty Insurance

Available until

The Importance of Careful Risk Management
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
%
COMPLETE
Addressing a Long-Term Care Event

Available until

Understand important elements of addressing a long-term care event.
Jeffrey Hoenle, CFP,  AEP Jeffrey Hoenle, CFP, AEP
%
COMPLETE
The Three Worlds of Savings and Investing

Available until

Learn a step-by-step process to communicate the relationship between investments and savings vehicles.
Jeffrey Hoenle, CFP,  AEP Jeffrey Hoenle, CFP, AEP
%
COMPLETE
The Key Estate Planning Documents

Available until

Wills, Trusts, Powers of Attorneys
Jeffrey Hoenle, CFP,  AEP Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Foundations: Overview to Financial Planning Single Topic

Available until

Single Topic Course Only
Jeffrey Hoenle, CFP,  AEP Jeffrey Hoenle, CFP, AEP
%
COMPLETE
$295
Foundations: Estate Planning Single Topic

Available until

Single Topic Course Only
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
%
COMPLETE
$295
Foundations: Income Tax Single Topic

Available until

Single Topic Course Only
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
%
COMPLETE
$295
Foundations: Risk Management Single Topic

Available until

Single Topic Course Only
Terry Altman,CFP,CLU Terry Altman,CFP,CLU
%
COMPLETE
$295
Foundations: Income Planning Single Topic

Available until

Single Topic Course Only
James Knaus, CFP, RICP James Knaus, CFP, RICP
%
COMPLETE
$295
Foundations: Emp. Benefits, Social Security, Medicare Single Topic

Available until

Single Topic Course Only
Mark T. Wise, CFP, CRPC Mark T. Wise, CFP, CRPC
%
COMPLETE
$295
Foundations: Investment Planning Single Topic

Available until

Single Topic Course Only
Donald Denstaedt, CFP Donald Denstaedt, CFP
%
COMPLETE
$295
Foundations: College Planning Single Topic

Available until

Single Topic Course Only
D. Andrew Hickman D. Andrew Hickman
%
COMPLETE
$295
APEG Foundations of Financial Planning for Woodbury Financial Services, Inc.

Available until

Customized for Woodbury Financial Services, Inc. and the Advisor Group
Foundations Team Foundations Team
%
COMPLETE
$795
Oakland University - Foundations of Financial Planning 2020-2021

Available until

Oakland University Course # PFP 37010
Foundations Team Foundations Team
%
COMPLETE
$795
The Income Planner's Toolbox

Available until

Learn the Art and Science of Income Planning from Two Experienced Advisors!
Jeffrey Hoenle, CFP,  AEP Jeffrey Hoenle, CFP, AEP
%
COMPLETE
$1,495
(1) Alternative Investments Toolbox

Available until

Learn about various Alternative Investment Vehicles
Richard Hillson Richard Hillson
%
COMPLETE
$1,495
« First ‹ Prev 1 2 3

© APEG - Advanced Planning Educational Group, Inc. 2022

  • Terms of Use
  • Privacy Policy
  • All Offerings
  • Home
  • Foundations
  • G.O.A.L.S. Approach
  • Membership
  • Community Resources
  • Leadership Team
  • Curriculum Contributors
  • Professional Partner Network
  • Frequently Asked Questions
  • Quick Overview