Our Leadership Team
APEG co-founders Jeffrey R. Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® share a common desire to improve the financial planning community. Through APEG, they bring together a Leadership Team of experienced professionals who are dedicated to supporting you in your Comprehensive Financial Planning practice.
With over a century of combined experience in professional services, coupled with significant experience in the academic world, the leadership team brings together unbiased education and useful resources for the Comprehensive Financial Planner.
Donald M. Denstaedt, CFP®, CFS®
Our Curriculum Contributors
Learn from Experienced Experts with Practical Knowledge in their
Area of Specialty
At APEG, we continually search the marketplace for experts in the legal, accounting, financial and insurance communities, as well as professionals that have expertise in topics that can add value to a planner's practice. This network of independent experts develop content and share their insight with APEG Members.
We encourage you to reach out to anyone on our curriculum team if they or the services of their firm can help you better serve your clients.
ALL INDIVIDUALS AND/OR THEIR FIRMS who serve as CURRICULUM CONTRIBUTORS, UNLESS OTHERWISE NOTED, ARE INDEPENDENT FROM THE ADVANCED PLANNING EDUCATIONAL GROUP, INC. (APEG). APEG MAKES NO WARRANTY OF THEIR INDEPENDENT SERVICES NOR DOES IT CERTIFY THEIR QUALIFICATIONS OR PROFESSIONAL COMPETENCE. APEG DOES NOT OFFER LEGAL, TAX OR FINANCIAL ADVICE. VIEWS AND OPINIONS EXPRESSED BY THESE PROFESSIONALS AND FIRMS MAY NOT NECESSARILY REFLECT THE VIEWS OF APEG, ITS EMPLOYEES, OFFICERS OR SHAREHOLDERS.
Specialty: Estate Planning / Trusts / Legal
Specialty: Income Tax
Specialty: Risk Management / Insurance
Specialty: Income Planning / Employee Benefits / Social Security / Medicare
Specialty: Investments
Specialty: College Planning
Specialty: Appraisal / Valuation
Questions and Support (800) 568-2444 or [email protected]
