Planning Resources
It takes a village to support your comprehensive planning efforts, so at APEG, we partner with Companies that can help!
ALL INDIVIDUALS AND/OR FIRMS LISTED AS COMMUNITY RESOURCE PARTNERS, UNLESS OTHERWISE NOTED, ARE INDEPENDENT FROM 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.
Technology Partners
Let's face it, these days, Financial Professionals need to leverage technology....
Comprehensive Planning Software
Right Capital provides planning software featuring a wide variety of planning analysis including retirement, insurance, estate and tax plan using a Monte Carlo scenario generator to support Comprehensive Financial Planning.
Contact RightCapital at (888) 982-9596, Opt. 1, sales@rightcapital.com, or via their website at rightcapital.com.
*APEG Members receive a 20% discount on an annual subscription or 10% off a monthly subscription. (Mention your affiliation with APEG to receive your special pricing.)
Tax Planning Software
Holistiplan helps advisors scale the process of tax planning so they can become both more comprehensive and efficient. Upload a tax return and create customized, white labeled tax reports with relevant observations in just seconds. The same OCR technology also pre-fills a scenario analysis screen allowing advisors to immediately identify key income breakpoints for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more.
APEG Affiliated Firms & advisors receive a 10% discount on Premium plans. Use code "apeg10" during 7 day free trial.
Contact Holistiplan at sales@holistiplan.com, or via their website at holistiplan.com.
AI Assistant
Zocks is the AI Assistant for financial advisors. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth.
APEG Affiliated Firms & advisors receive 10% off the Pro or Ultimate subscription plan, monthly or annually.
Contact - Andrew Frey, Senior Account Executive
andrew.frey@zocks.com I 804-259-0429
Educational Partners
At APEG, we are all about helping life-long learners keep getting better.
RSSA® Social Security Income Planning
The demand for Social Security advice is unprecedented, and the RSSA® credential is the standard of excellence in Social Security advisory and planning. As a Registered Social Security Analyst®, you will help clients potentially gain tens or hundreds of thousands of dollars in incremental Social Security income.
The RSSA® program is the only Social Security education program with software training, created for advisors who want to take a deeper dive into the nuances of Social Security. After completing the program and passing the national RSSA® Competency final exam, advisors are well positioned to help existing and prospective clients with their Social Security planning needs. The program is approved by the IRS, NASBA, and CFP Board for CE credits. This course will teach you everything you need to know about offering expert Social Security advisory services.
APEG Members will receive a $300 discount on the program. Enroll now and use promo code APEG300 at checkout.
Contact the Program Director, Ann Rinaldi at 631-334-3217, Ann.Rinaldi@rssa.com or visit NARSSA.org.
Client Support Partners
When your clients need resources for special situations, we've got you covered.
Art Advisory and Management, LLC
Butera Art Advisory and Management, LLC (BAAM) is a full service art appraisal and advisory firm that assists clients with appraisals, sales advice (both auction and private), collection management and logistics. BAAM has specialists in all areas of fine and decorative art, jewelry, classic cars and motorcycles, fine and rare wine and spirits, books and manuscripts, design, stamps, coins, and other collectibles and personal property.
BAAM’s principals and specialists have over forty years of experience advising and assisting clients in navigating the complexities of the international art market. While advising clients nationally and internationally, BAAM is headquartered in New York City with an office in Summit, NJ and representatives across the United States and Europe.
Contact Butera Art Advisory and Management at (908) 591-5023, allana@buteraartadvisory.com or visit them at buteraartadvisory.com.
Business Valuations
AltaView was founded by a team of seasoned valuation professionals that offer a unique combination of large firm expertise and boutique firm specialization and service. Our primary mission is to consistently provide:
- Best-in-class valuation services performed by highly experienced professionals
- Custom research and analyses tailored to our clients’ unique circumstances
- Focused senior-level attention, availability, and responsiveness
- Defensible reports that are thorough yet comprehensible
- Superior products and services at a fair cost
- Timely results exceed our clients’ expectations
Contact AltaView Advisors at (972) 698-5830, eward@altaviewadvisors.com or visit them at altaviewadvisors.com.
Disclosure: Ruth Raftery, APEG's President is a contracted Business Consultant with AltaView Advisors..
College Planning - College Inside Track
College Inside Track works with families to find right fit colleges for their kids. We assure the schools fit the academic goals of the student, the right culture and social experience the student is looking for and align with the family plan for paying for college. Families get individual work on their college list, essays, applications and financial forms, but also coaching around what needs to be done to increase the likelihood of acceptance and scholarship dollars. Here is a video that explains more!
Every family referred by an APEG advisor will receive a free hour consultation. This consultation will help families understand what steps to take next to do a better college search. It will cover building a great college resume, creating unique criteria to assure families are finding the best schools for their students and includes a timeline of what should happen and when. Families will better understand how to increase acceptance and where to find scholarship dollars.
To learn more, please contact Cozy Wittman - cwittman@collegeinsidetrack.com or 612-850-5729.
Financial Literacy Course
Money Vehicle helps students and young professionals begin their financial journey. Through entertaining and engaging content developed by former NFL player and Certified Financial Planner®, Jedidiah Collins, the course walks through the first 10 questions and actions one will need to take to begin driving to financial freedom.
The Money Vehicle mission is to empower people to U.S.E. money! Teaching them how to Understand their money, build a Strategy for their money, and be Efficient with their money.
Education is a vital first step in the process, but we will fall short of our mission if we do not provide people with the confidence to act upon the principles they will learn. This knowledge will allow you to begin driving your Money Vehicle to financial freedom!
Contact Money Vehicle at (509) 336-9166, jed@jedidiahcollins.com or your-money-vehicle.teachable.com.
Life Settlements & Policy Valuations
Through relationships built on a foundation of mutual trust, Ashar Group provides their expertise to financial professionals and fiduciaries who share their values and are dedicated to protecting the best interests of their clients.
Ashar is nationally licensed with a fiduciary duty to represent the policy owner. They do not sell life insurance, manage assets, or purchase policies. There are no conflicts of interest with their partners. Their only interest is your best interest.
Ashar's secure proprietary policy auction platform forces competition among the nations top institutional life settlement buyers – resulting in multiple bids and ultimately the highest possible offer to the policy owner.
Ashar has built a team of passionate professionals, certified valuation analysts, and in-house longevity experts with the knowledge to perform responsible price discovery designed to determine the best path for each client's planning engagement.
Contact Ashar (800) 384-8080 or visit ashargroup.com.
Questions & Support (800) 568-2444 or info@apegcommunity.com
