Keeping you educated, informed and connected.

APEG supports its community of Advisors and Planners by facilitating a variety of meeting opportunities to promote peer-to-peer learning, sharing and growing. The events are offered through a myriad of delivery methods to accommodate the diverse needs of the group.

From live online expert insight events, in-person regional Member Meetups and a National Planners' Day Event; APEG strives to foster an environment that encourages the ongoing evolution of its group of comprehensive financial planners.

Explore our variety of community events that help to keep our users educated and connected.


APEG Expert Insights
APEG Expert Insights

Join our Curriculum Team as they share their experience in addressing financial planning topics, best practices and advanced planning techniques to enhance your knowledge and your competitive advantage. These online events feature an educational session followed by a question and answer period to allow the attendees the opportunity to fully understand the content being shared. The educational portion is often recorded and is available in APEG's Learning Center library.

APEG Expert Insights
APEG Mastermind Round Table Sessions

Some of the best advice doesn't come from textbooks, but from our peers. The APEG Mastermind Round Table Sessions provides an opportunity for small-group peer-to-peer discussions on a myriad of practice based topics. Whether the discussion focuses on financial planning software or techniques to attract new clients, our round table sessions inspire open and honest dialogue that unites the Members into a team committed to each other's success.

Members are encouraged to pull up a virtual chair and join an online group made up of their colleagues from around the nation that they can call their team of masterminds.

APEG Case Design Sessions
APEG Case Design Discussion Groups

The Members of APEG come together online to discuss a financial planning case from the initial interview, through goal identification to the development of solutions sets. Real situations, modified to protect confidential information, are used as the foundation of the discussion to add to the reality of the event.

The discussion groups will feature the utilization of the APEG G.O.A.L.S. Approach to Comprehensive Planning.

APEG Member Meet Ups
APEG Member Meetup Events

APEG supports the Community of Members by hosting a variety of live regional events. These events are tailored to the needs of the local community.

Events range from formal group discussions; to topical educational sessions led by industry experts; to casual lunches, dinners and socials so the Members can gather and share.

APEG often coordinates our Meet Ups with regional events that support their institutional partners to increase the opportunities for Members to gather.

APEG National Planners Day
APEG National Planners' Day Conference

APEG's National Planners' Day is an event by Comprehensive Planners for Comprehensive Planners. Attendees enjoy a line-up of national speakers sharing their experience and knowledge on cutting edge planning opportunities and techniques.

While at the event, the Members from around the nation gather to spend their free time networking with their peers while enjoying great food, beverages and entertainment.

Although the National Planners' Day Conference is open to the professional planning community, APEG Members enjoy substantial discounts on registration fees.

January 2020

Expert Insight

Alternative Investments

Richard Hillson

January 8, 2020

Member Meetup Dinner

Raymond James Session

St. Petersburg, FL

January 16, 2020

Expert Insight

Introduction to Linked-In

Josh Lakowski

January 22, 2020

Expert Insight - For Producers Choice

Why Now: The Return of the I.L.I.T.

Jeffrey Hoenle, CFP®,CRPC®,AEP®

January 23, 2020

Expert Insight

Retirement Planning under SECURE

Jeffrey Hoenle, CFP®,CRPC®,AEP®

January 30, 2020



February 2020

Member Meetup Dinner

Woodbury Financial Session

Green Bay, WI

February 4, 2020

Member Meetup Lunch

Woodbury Financial Session

Madison, WI

February 5, 2020

Member Meetup Dinner

Woodbury Financial Session

Milwaukee, WI

February 5, 2020

Member Meetup Lunch

Woodbury Financial Session

Chicago, IL

February 5, 2020

Member Meetup Dinner

SPS Family Session

Salt Lake City, UT

February 12, 2020

Expert Insight - For SA Stone

Planning Tips for SECURE

Jeffrey Hoenle, CFP®,CRPC®,AEP®

February 18, 2020

Expert Insight - For Producers Choice

Roth IRA Planning Opportunities

Jeffrey Hoenle, CFP®,CRPC®,AEP®

February 18, 2020

Expert Insight

Revocable Living Trust Boot Camp

Jill Miller, Esq.

February 19, 2020

Member Meetup Lunch

SPS Family Session

Dallas, TX

February 25, 2020

Member Meetup Dinner

SPS Family Session

Austin, TX

February 26, 2020

Member Meetup Dinner

Producers Choice Session

Irvine, CA

February 27, 2020





March 2020

Member Meetup Dinner

Woodbury Financial Session

Detroit, MI

March 4, 2020

Expert Insight for Producers Choice

The Practicality of the Income Matrix

Jeffrey Hoenle, CFP®,CRPC®,AEP®

March 19, 2020

Member Meetup Lunch

New York, NY


March 20, 2020 - CXL Covid 19

Member Meetup Lunch

Philadelphia, PA


March 23, 2020 - CXL Covid 19

Member Meetup Dinner

Raymond James Session

St. Petersburg, FL

March 24, 2020 - CXL Covid 19

Member Meetup Dinner

Producer Choice Session

Atlanta, GA

March 26, 2020 - CXL Covid 19

April 2020

Expert Insight

Why Do What You Do?

Ron Rubin, CLU®, ChFC®

April 1, 2020

Member Meetup Dinner

SPS Family Session

Denver, CO

April 7, 2020 - CXL Covid 19

APEG Mastermind Round Table

Mastermind Round Table Session

Covid 19 Practice Issues

APEG Members Only

April 8, 2020

Expert Insight

Building a Valuable Business

Eric C. Ward, ASA

April 15, 2020

Member Meetup Dinner

Estate Planning Council Session

Detroit, MI

April 21, 2020

Case Design Discussion Group

A Terminal Illness

APEG Members Only

April 22, 2020

APEG

Expert Insight

Secondary Market Case Studies

Jamie Mendelsohn

April 29, 2020

May 2020

APEG Flood: Is this in your client's Risk Management

Expert Insight

Flood: The Client's Risk Exposure

Brian Boak, CPRIA®,CLU®,LUTCF®

May 6, 2020

Expert Insight

Staying Relevant in the New Normal

Davin Salvagno

May 8, 2020

Expert Insight

Fee Compression:Race to the Bottom

Richard Hillson

May 13, 2020

APEG Covid Expert Insight

Expert Insight - For Producers Choice

Planning Opportunities - COVID 19

Jeffrey Hoenle, CFP®,CRPC®,AEP®

May 14, 2020

APEG Mastermind Round Table

Mastermind Round Table Session

Tax Planning in a Practice

APEG Members Only

May 20, 2020

APEG Members Only Case Design Session

Case Design Discussion Group

Leveraged Legacy

APEG Members Only

May 27, 2020

Member Meetup Dinner

Producers Choice Session

Boston, MA

May 28, 2020 - CXL Covid 19

June 2020

Better Path than 529's

Expert Insight

529's - There Might Be a Better Path

D. Andrew Hickman

June 3, 2020


Beneficiary Planning

Expert Insight - For Producers Choice

Beneficiary Planning

Jeffrey Hoenle, CFP®,CRPC®,AEP®

June 11, 2020

National Planners Day Conference

Learn, Share, Grow

Kansas City, MO

June 11, 2020 - Postponed 6/11/21 Covid 19

APEG Member Meet Up

Mastermind Round Table Session

Financial Planning Tools

APEG Member Only

June 17, 2020

Member MeetDinner

SPS Family Session

Grand Rapids, MI

June 18, 2020 - Tentative

Case Design Discussion Group

HIMA Retirement Planning

APEG Members Only

June 23, 2020

Member Meetup Social

Woodbury Financial Session

Lake Geneva, WI

Postponed 7/13/20 Covid 19


July 2020

Jed Collins - NFL

Expert Insight

Be a Pro

Jed Collins CFP, NFL Player, Author

July 1, 2020

Spousal Lifetime Access Trust

Expert Insight

Use It or Lose It

Brian Raftery, JD, CPA

July 8, 2020


Mastermind Round Table Session

Working with Attorneys

APEG Members Only

July 22, 2020

APEG Meetup Dinner

SPS Family Session

Ann Arbor, MI

July 29, 2020 - CXL Covid 19


Hiring a Junior Advisor

Expert Insight - For Producers Choice

Building Your Practice

Jeffrey Hoenle, CFP®,CRPC®,AEP®

July 30, 2020

August 2020

Expert Insight

Essential Estate Planning Check-Up

Jill L. Miller, Esq.

August 5, 2020


APEG Case Study Session

Case Design Discussion Group

Planning for the Frugals Part 1

APEG Members Only

August 12, 2020

Expert Insight - For Woodbury Financial

Planning Opportunities - COVID 19

Jeffrey Hoenle, CFP®,CRPC®,AEP®

August 25, 2020


September 2020

Expert Insight

Time May Be Running Out on TCJA

Ruth Raftery, JD, CPA, AEP

September 2, 2020

Expert Insight

Michigan Auto Insurance Reform

Ben Rathbun, MBA

September 9 & 15, 2020

Mastermind Discussion Group

Effective Client Seminar Techniques

APEG Members Only

September 16, 2020

APEG Meetup Dinner

SPS Family Session

Chicago, IL

September 22, 2020 - CXL Covid 19

Expert Insight - TAG Conference

Time May Be Running Out on TCJA

Ruth Raftery, JD, CPA, AEP

September 23, 2020

Expert Insight - For Producers Choice

Life Insurance Policy Reviews - Options

Jamie Mendelsohn

September 24, 2020

Case Design Discussion Group

Planning for the Frugals Part 2

APEG Members Only

September 30, 2020

October 2020

Expert Insight

How Much Should an Estate Plan Cost

James L. Cunningham, Jr., JD

October 7, 2020

APEG Member Round Table Session

Mastermind Round Table Session

Social Media

APEG Members Only

October 14, 2020


Expert Insight - Right Capital

Time May Be Running Out on TCJA

Ruth Raftery, JD, CPA, AEP

October 21, 2020

Case Design Discussion Group

Planning for the Frugals Part 3

APEG Members Only

October 28, 2020

November 2020

Member Meetup Social

SPS Family National Conference

Nashville, TN

November 4, 2020 - Cancelled Covid 19

APEG Member Round Table

Mastermind Round Table Session

Post Election Follow-Up

APEG Members Only

November 11, 2020

Expert Insight - For FPA of NNE

Advanced Beneficiary Planning

Jeffrey Hoenle, CFP®, CRPC®, AEP®

November 12, 2020


Case Design Discussion Group

Planning for George and Weezie

Jeffrey Hoenle, CFP®, CRPC®, AEP®

November 17, 2020

Expert Insight - SPS Conference

A Virtual Spin on the G.O.A.L.S Process

Jeffrey Hoenle, CFP®, CRPC®, AEP®

November 18, 2020


Expert Insight - SPS Conference

The Practicality of the Income Matrix

Jeffrey Hoenle, CFP®, CRPC®, AEP®

November 18, 2020

Expert Insight - SPS Conference

Building an Internal Succession Plan

Jeffrey Hoenle, CFP®, CRPC®, AEP®

November 20, 2020

Member Meetup Social

Advisor Group National Conference

Phoenix, AZ

November 18, 2020 - Cancelled Covid 19

Expert Insight

Tax Planning: To Roth or not to Roth

Matthew Stojkov, Enrolled Agent

November 23, 2020


Expert Insight

REITS - 101

Richard Hillson

November 24, 2020

December 2020

Expert Insights

Make the Most of the Tax Laws!

Lubna Channo, CPA, CTS, CTP, CTC

December 2, 2020

Expert Insights

Pet Trusts

Patricia Lincoln, JD

December 9, 2020

Expert Insight

Corp. Trustee vs. Ind. Trustee

Sally Vaughn, CTFA

December 16, 2020

January 2021

APEG Member Round Table

Mastermind Round Table Session

Bring a Case for Discussion

APEG Members Only

January 15, 2021

Case Design Discussion Group

Clients that Like to Play Monopoly, pt1

Jeffrey Hoenle, CFP®, CRPC®, AEP®

January 20, 2021

Expert Insights

Beware of Clients with Non-USA Ties

Daren Raoux, CPA-CA, CPA-USA

January 27, 2021

February 2021

Expert Insights

Art and Collectables, Preserve & Plan

Alanna Butera, MA

February 3, 2021

APEG Member Round Table

Mastermind Round Table Session

Bring a Case to Discuss

APEG Members Only

February 10, 2021

Case Design Discussion Group

Clients that Like to Play Monopoly, pt2

Jeffrey Hoenle, CFP®, CRPC®, AEP®

February 17, 2021

Expert Insights - Producers Choice

Addressing Deferred Interest Buildup

Jeffrey Hoenle, CFP®,CRPC®,AEP®

February 25, 2021


March 2021

APEG Member Round Table

Mastermind Round Table Session

Bring a Case to Discuss

APEG Members Only

March 3, 2021


Expert Insights

Special Needs Planning

Debbie Niemann, MBA, ChSNC

March 10, 2021


Case Design Discussion Group

Clients that Like to Play Monopoly, pt3

Jeffrey Hoenle, CFP®, CRPC®, AEP®

March 17, 2021

Expert Insights

A Financial Planners Perspective on Estate Planning

Jeffrey Hoenle, CFP®, CRPC®, AEP®

March 24, 2021

April 2021

APEG Member Round Table

Mastermind Round Table Session

Bring a Case to Discuss

APEG Members Only

April 7, 2021

Expert Insights

All Trusts are NOT Created Equal

Ruth Raftery, JD, CPA, AEP®

April 14, 2021


Expert Insights - IDFA(TM)

Beneficiary Planning After Divorce

Jeffrey Hoenle, CFP®,CRPC®,AEP®

April 20, 2021

Case Design Discussion Group

Clients that Like to Play Monopoly, pt4

Jeffrey Hoenle, CFP®, CRPC®, AEP®

April 21, 2021

Expert Insights

Elder Abuse Issues

John Horwatch, FBI Agent

April 28, 2021

May 2021

APEG Member Round Table

Expert Insights

Negotiating with the IRS

Venar Ayar

May 12, 2021


Expert Insights

Discussion of proposed tax changes and "What Practitioners Should be Telling Their Clients Now"


Martin M. Shenkman, CPA, MBA , PFS, AEP (distinguished), JD

May 19, 2021

The Advisor Summit



May 18, 2021

Mastermind Round Table Session

Bring a Case to Discuss

APEG Members Only

May 26, 2021

June 2021

Expert Insights

Financial Considerations in Acquiring Maintaining and Passing on a Vacation Home

Jeffrey Hoenle, CFP®, CRPC®, AEP®


June 3, 2021




Expert Insights

Managing Capital Gains Tax: Are Opportunity Zones the Solution?

Brandon E. Lacoff, Esquire and Richard Hillson


June 9, 2021


A Private Event for our Partners at Producers Choice Network

Jeffrey Hoenle, CFP®, CRPC®, AEP®




June 10, 2021




APEG Member Round Table

Mastermind Round Table Session

Bring a Case to Discuss

APEG Members Only


June 16 , 2021

Expert Insights

Leveraging Tax Deferred Annuities in Irrevocable Trusts Chris Bogren, JD



June 23, 2021


Private Speaking Event,

Napierville, Illinois

Delaware Life Insurance Co


June 28, 2021

Liquidity Opportunities in Rental Property… This is the Year!

Jeffrey Hoenle, CFP®, CRPC®, AEP®

 


JUNE 22, 2021




July 2021

Live Speaking Event

Lake Geneva, WC

Woodbury Financial Services



JULY 12, 2021



Wealth Transfers through Purposeful Gifting.  Ruth Flynn Raftery, JD, CPA, AEP® and Jeffrey Hoenle, CFP®, CRPC®, AEP®

July 15, 2021


Expert Insights

New Administration, New Taxes? What an Advisor Needs to Know

Ruth Flynn Raftery, JD, CPA, AEP®


July 21, 2021




Mastermind Round Table Session

Bring a Case to Discuss

APEG Members Only


July 28, 2021




August 2021

Mastermind Round Table Session

Bring a Case to Discuss

APEG Members Only



August 4, 2021




Delaware Statutory Trusts (DSTs) – A less hands-on way to benefit from a 1031 exchange

Richard Hillson and Eric Paul


August 11, 2021


Cutting Through the Complexity of Structured Annuities

Scott Stolz, CFP®, RICP®  


August 18, 2021


Stay in the Know with APEG

Jeffrey R. Hoenle, CFP®, CRPC ®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP®                       


August 25, 2021




September 2021


Mastermind Round Table Session

Bring a Case to Discuss

APEG Members Only



September 8, 2021




Understanding Blockchain and Digital Assets

Ric Edelman



September 15, 2021



What’s So Special About Special Needs Planning?

Russell J. Fishkind, Esquire



September 22, 2021




October 2021



A Real-Time Update on President Bidens Tax Plan 

Jeffrey R. Hoenle, CFP® CRPC®, AEP® Ruth Flynn Raftery, JD, CPA, AEP®   


October 6, 2021

                  









September 15, 2021



Mastermind Round Table Session

Bring a Case to Discuss

APEG Members Only






October 13, 2021











An Update on Taxes and other Legislative Developments 

Jeffrey R. Hoenle, CFP® CRPC®, AEP® Ruth Flynn Raftery, JD, CPA, AEP® 


October 20, 2021




November 2021



Mastermind Round Table Session

Bring a Case to Discuss

APEG Members Only








November 3, 2021














A Real-Time Update on President Bidens Tax Plan 


Jeffrey R. Hoenle, CFP® CRPC®, AEP® Ruth Flynn Raftery, JD, CPA, AEP®   




November 10, 2021

                  












September 15, 2021



Estate Planning: Revisiting Irrevocable Life Insurance Trusts


Jeffrey R. Hoenle, CFP® CRPC®, AEP® Ruth Flynn Raftery, JD, CPA, AEP® 



November 17, 2021




December 2021



Mastermind Round Table Session

Bring a Case to Discuss

APEG Members Only









Deember 1, 2021















Income Planning: How to Prepare Your Clients for Rising Inflation 


Jeffrey R. Hoenle, CFP® CRPC®, AEP® Ruth Flynn Raftery, JD, CPA, AEP®   





December 8, 2021

                  















September 15, 2021



Investments: Acquiring, Maintaining & Passing-On a Vacation Home 


Jeffrey R. Hoenle, CFP® CRPC®, AEP® Ruth Flynn Raftery, JD, CPA, AEP® 




December 15, 2021




Questions and Support (800) 568-2444 or [email protected]