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Estate Planning for the Family Vacation Home
Learn how to avoid the common pitfalls associated with leaving the family cottage as a legacy.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Considerations in Embarking in In-Vitro Fertilization, Surrogacy, Adoption and Embryo Donation
Science has made the possibilities of a family a reality for many, but the legal system is still lagging.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
$79
Financial Consideration 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.
$79
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.
$79
Understanding Veterans Administration Benefits
Enhanced Veterans Benefit Planning
Sara A. Schimke, Esq. Sara A. Schimke, Esq.
$79
What Practitioners Should Know about the LGBTQIA Community
Understanding the unique needs and planning opportunities for this growing community.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
$79
The Basics of Income Planning
The elements of a families retirement income plan.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
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.
$79
The Missing Piece of Financial Planning: Prop. & Casualty Insurance
The Importance of Careful Risk Management
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
$79
Addressing a Long-Term Care Event
Understand important elements of addressing a long-term care event.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
The Three Worlds of Savings and Investing
Learn a step-by-step process to communicate the relationship between investments and savings vehicles.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
The Key Estate Planning Documents
Wills, Trusts, Powers of Attorneys
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Foundations: Overview to Financial Planning Single Topic
Single Topic Course Only
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$295
Foundations: Estate Planning Single Topic
Single Topic Course Only
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
$295
Foundations: Income Tax Single Topic
Single Topic Course Only
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
$295
Foundations: Risk Management Single Topic
Single Topic Course Only
Terry Altman,CFP,CLU Terry Altman,CFP,CLU
$295
Foundations: Income Planning Single Topic
Single Topic Course Only
James Knaus, CFP, RICP James Knaus, CFP, RICP
$295
Foundations: Emp. Benefits, Social Security, Medicare Single Topic
Single Topic Course Only
Mark T. Wise, CFP, CRPC Mark T. Wise, CFP, CRPC
$295
Foundations: Investment Planning Single Topic
Single Topic Course Only
Donald Denstaedt, CFP Donald Denstaedt, CFP
$295
Foundations: College Planning Single Topic
Single Topic Course Only
D. Andrew Hickman D. Andrew Hickman
$295
Enterprise Planning Essentials for Producers Choice Network
Ongoing Professional Development
Contact Us 800-568-2444 Contact Us 800-568-2444
$1,995/year
APEG Foundations of Financial Planning for Producers Choice
Customized for the Producers Choice Network
Foundations Team Foundations Team
$795
APEG FOUNDATIONS FOR MEMBERS ONLY
Customized for existing Members of the Advanced Planning Educational Group, Inc.
Foundations Team Foundations Team
APEG Foundations of Financial Planning for Woodbury Financial Services, Inc.
Customized for Woodbury Financial Services, Inc. and the Advisor Group
Foundations Team Foundations Team
$795
APEG Foundations of Financial Planning for SPS Family
Customized for the Sigma Parkland Securities Family
Foundations Team Foundations Team
$795
Oakland University - Foundations of Financial Planning 2020-2021
Oakland University Course # PFP 37010
Foundations Team Foundations Team
$795
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