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  • Estate & Legal Planning (65)
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Author:
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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
Life Settlements: Today's Issues and Opportunities

Available until

When your client's situation changes, consider the secondary market for life insurance policies.
Jamie L. Mendelsohn Jamie L. Mendelsohn
%
COMPLETE
Interesting Cases in Family Law

Available until

Learn by example.....the Family Courts are ripe with cases that help to round of a planners legal knowledge.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
%
COMPLETE
Prenuptial Agreements

Available until

Addressing pre and post marital planning.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
%
COMPLETE
Considerations in Owning Rental Property

Available until

Understanding the financial, legal, tax and insurance elements of owning rental property.
Jeffrey Hoenle, CFP,  AEP Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Financial Considerations for Unwed Parents

Available until

In a modern-family world, planners should be aware of the needs of unwed parents.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
%
COMPLETE
Special Needs Planning & Applicable Social Security Benefits

Available until

Planning to qualify for maximizing Social Security Benefits for Special Needs
Sara A. Schimke, Esq. Sara A. Schimke, Esq.
%
COMPLETE
Understanding Veterans 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
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
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