General Questions

This Frequently Asked Questions (FAQ) page is considered an addendum to augment and clarify the Terms and Conditions of usage of APEG services. For the purpose of this document, the term Licensee and User may be substituted for Member or Subscriber for ease of read.


What is the purpose of the Frequently Asked Question document?

This FAQ page has been developed to serve as a guide for both the Leadership Team of APEG, Subscribers, Members and perspective users to provide guidance as to the policies and procedures of APEG and its offerings. 

Can exceptions be issued to any of these FAQ?

The Leadership Team of APEG strives to recognize the individual needs of the Subscribers and Members and balance those needs with the best interests of APEG. Each request for exceptions to these FAQs is reviewed on a case-by-case basis by the Leadership Team of APEG. Exceptions granted to these FAQs may be revoked by the Leadership Team of APEG at anytime. Prior granted exceptions will not create precedence for future exception requests.

How is a user informed of new and changed FAQ?

Users should periodically review the FAQ document and the Terms and Conditions for any changes.


About APEG

What is APEG?

APEG is organization committed to advancing financial planning through education, an easy to understand approach to planning and fostering a community of like minded professionals.

When was APEG established?

The Advanced Planning Educational Group, Inc. was conceived in late 2017, incorporated in the State of Michigan in March of 2018, and accepted its first Membership Application in late December of 2018.

Who founded APEG?

Ruth Raftery, JD, CPA, AEP® and Jeffrey Hoenle CFP®, CRPC®, AEP® are the original incorporators. In the early months of APEG they were joined by Donald Denstaedt, CFP®, Gregory Hoenle, CFP®, and Mark Wise, CFP®, CRPC®. In early 2019 Blayne Andersen, CFP®, AIF® and Lisa Lee joined the Leadership Team.

Who makes up APEG’s Leadership Team:

Jeffrey Hoenle, CEO

Ruth Raftery, President

Donald Denstaedt, Vice President of Institutional Relationships

Gregory Hoenle, Vice President of Membership Services

Mark Wise, Vice President of Course Curriculum

Blayne Andersen, Vice President of Learning and Development

Lisa Lee, Vice President of Member Relations

How do I contact APEG?

APEG’s Phone number is (800) 568-2444.

APEG’s Website is www.apegcommunity.com

APEG's Address is 38600 Van Dyke, Suite 230A, Sterling Heights, MI 48312

Is APEG affiliated with an insurance company or financial services company?

NO! APEG may offer its services to an insurance company and/or financial services company through an enterprise relationship, but accepts no compensation for endorsement of their services or products. APEG remains autonomous to protect its academic integrity.

Does APEG receive any compensation from other companies other than through Enterprise relationships?

Yes. APEG may collect referral fees or engage in revenue share agreements with strategic partners that offer financial planning tools, or educational services but it does not accept compensation for any financial or insurance product sales.

Does APEG endorse financial or insurance products?

Absolutely not. Care is taken to mask the product manufacturer to allow for an agnostic discussion.

Does APEG permit recruiting at events?

No. APEG strives to protect the educational integrity of its in-person and online events and doesn't permit recruiters. If any user of APEG is discovered to be actively recruiting for another financial service company through APEG, their engagement with APEG will be terminated and they will be excused from utilizing the services of APEG.

Technology Questions

How is APEG administered?

APEG is administered through it web based platform. Generally, all enrollment, billing and announcements are driven through its website apegcommunity.com.

What is Teachable?

Teachable.com is a service provider that allows educational institutions to host online content and deliver an academic experience. Other users of Teachable.com include the New York Times and Pennsylvania State University School of Law.

G.O.A.L.S. Questions

What does G.O.A.L.S. stand for?

G.O.A.L.S. is an acronym for Goal Orientated Actively Linked Segments. It demonstrates that comprehensive financial planning requires a planner to recognize that any single planning decision made in any individual segment of a client's plan, will impact the other four segments. The impact could be significant or de minimums, but nevertheless, the planner needs to quantify the various impacts in an attempt to balance risk and opportunity.

What is APEG’s G.O.A.L.S. approach to Comprehensive Planning?

APEG approaches the five commonly recognized segments of comprehensive financial planning in the following order:

The Estate Plan, The Tax Plan, The Insurance Plan, The Income Plan, The Investment Plan

APEG supports the approach through a disc shaped diagram that depicts the flow of the pie shaped segments and their interdependence. At the center of diagram are images portraying clients with their planner in the middle.

What constitutes licensed materials?

The following items, or elements thereof, either in print or electronic form, are considered licensed material to active Members and Subscribers of APEG:

  • Our Process “An Overview of Goal-Based Financial Planning
  • The Initial Interview, “About You and Your Goals
  • The Annual Review, “About You and Your Goals
  • Goal Identifier, “A Road map to our Relationship

What is Our Process?

APEG has developed a client-friendly document entitled “An Overview of Goal-Based Financial Planning” that provides a client/prospective client with a graphic representation of the planning approach, a written description of each segment along with the reasoning for the order of addressing the segments, and a generally accepted process for financial planning. This document is usually printed on 11 x 17 glossy paper and is folded so the planning disc approach makes up the prominent centerpiece of the document when opened. The cover page has a significant amount of space where a member is licensed to place their individualized logo. The rear page also has space allocated for the member to put contact information along with any required legal disclosures. A short, one-page version is also provided for printing on the Member’s own printer.

What is the Initial Interview?

APEG has developed a client/planner friendly document entitled “About You and Your Goals” that guides the planner to gather relevant information about the client’s current situation and isolate the client’s planning goals to provide a roadmap to the client/planner relationship. Although the interview document appears to be just a fact-finding form, it is really a guide for an exercise whereas the planner and client can engage in a meaningful conversation that will allow the planner to better serve the clients needs, taking into consideration what matters most to the client.

What is the Annual Review?

APEG has developed a client/planner friendly document entitled “About You and Your Goals” to be used during periodic client reviews as an aid for the planner to gather relevant information that may change the execution of the client’s plan and accomplishment of the goals.

What is the Goal Identifier?

APEG developed a Goal Identifier entitled "A Roadmap to Our Relationship" to help the planner communicate the planning opportunities observed by the planner through the course of conducting the initial interview or the annual review. It organizes frequently observed planning goals by planning segment. It allows the planner to check off the observed goal(s), and then the client can prioritize the goals into one of three categories; now, at some time in the future or never. This document can help to identify the scope of the planning engagement.

How is the Member’s information embedded in licensed material?

As part of the Licensee’s initial set-up, APEG will embed a jpeg (or like) image of the logo on the cover page and text or a jpeg logo on the rear page. APEG’s strategic partner, Producers Choice, will utilize their graphics design team to embed the logos and/or text into the document pursuant to their agreement with APEG. In addition, Producers Choice’s graphics design team will adjust the colors of the document to incorporate the Licensee’s logo color scheme. Producers Choice may contact the Licensee to introduce their services.

Will the APEG disclosure identify the licensing rights are limited to a particular Licensee?

Absolutely. Where the Licensee’s contact information is listed, the particular Licensee will be identified at the top of the contact information. Additionally, in the rear disclosure, it will identify the material is individually licensed to the Licensee.

Does APEG provide printing services?

No. APEG and/or Producers Choice will prepare the document in a format that most commercial printers will accept for printing. All printing expenses are the responsibility of the Licensee. Most documents and electronic material may be customized to include the Licensee’s logo. All licensed material is developed so it may be printed as needed by the Licensee with their own color printers. (Please note that due to deviations in color printers, quality may be reduced when printed locally)

Advisor and Planner Essentials Subscriptions Questions

What is included in Advisor Essentials?

Advisor Essentials includes the following:

  • Access to the Learning Center's Library of prior webinar events.
  • Discounted access to APEG's National Planners' Day Conference
  • Access to the Community Resources and applicable partner discounts awarded to Members.
  • Access to the Professional Partner Network
  • Access to Oakland University's discounted tuition for the CFP(R) Curriculum.

What makes Planner Essentials different than Advisor Essentials?

Planner Essentials was developed for financial advisors that want to serve their clients' financial planning needs. In addition to all of the benefits of Advisor Essentials, it includes licensing rights to APEG's G.O.A.L.S. approach to comprehensive planning and the associated training modules.

Is purchasing Advisor Essentials or Planner Essentials the same as Membership?

No. People that purchase either of the Essentials packages are referred to as Subscribers and not Members. The Essentials subscription packages do not include access to the Expert Insight live webinars, the Master Mind Round Table events, the Case Design Discussion Sessions, or the Regional Meet-Up events.

Can I upgrade to Planner Essentials or APEG Membership?

Yes. Simply email us at [email protected] or phone us at (800) 568-2444 and request a demo of the other packages. All payments made to your original purchase will be applied to your upgrade.

What is the process to become an APEG Essentials Subscriber?

Subscriber enroll on APEG’s website by selecting either the Advisor Essential or Planner Essential tab on the Navigation Bar and selecting an enrollment option.

What are the monthly dues for the Essentials Subscriptions?

Advisor Essentials is $39 per month.

Planner Essentials is $95 per month.

The Subscriber must select monthly or annual payment type at the time of registration.

What are the annual dues for Essentials Subscriptions?

Advisor Essentials is $395 per year.

Planner Essentials is $995 per year.

The Subscriber must select monthly or annual payment type at time of registration.

How does a Subscriber pay their dues?

During the enrollment process, credit card information will be obtained. Each month/ year, the Subscriber’s credit card will be charged the appropriate Subscriber Dues.  

Can a Subscriber pay via check?

APEG will accept a check for 12 months of the subscription in advance. Please contact APEG for special registration information.

Is there an annual pay discount?

Yes, the annual pay option will save you as follows over the monthly rate:  

Advisor Essentials almost $75

Planner Essentials almost $150

Are there any Set-Up fees to start?

No.

What is the Subscription renewal process?

Subscriptions are automatically renewed at the end of each Subscription period using the credit card on file.  

What is the Subscription Period Cancellation Policy?

APEG will issue a refund of unused service calculated on a monthly basis. The refund will apply to unused months only. No partial monthly refund is available. Upon request for refund, the user shall immediately discontinue use of service, all licensure rights shall immediately terminate and user shall return or destroy any materials associated with the service or licensure rights. Refund requests shall be made via email to [email protected] or mailed to APEG's address of record found on this site.

Can multiple people in the same office share a single Subscription?

No, the Subscription and licensing rights are for individual use only. Sharing of APEG resources with non-Subscribers, other than clients, prospective clients and support personnel, is a violation of the Terms and Conditions, and may be grounds for immediate termination of the Subscription. Group Subscriptions are available for Membership only AND for teams of 3 or more that use the same business address. Subscriber seeking Group Discounts may have better pricing using a Group Membership option while receiving all the benefits APEG has to offer.

How can my office apply for a Group Membership?

The Group Membership is anchored to a a single regular membership and additional members of the group are referred to as Associate Members. The Regular Member and the Associate Members are entitled to all the features and benefits of a Regular Member of APEG including APEG’s Foundations of Financial Planning Course. The following provisions apply:

  • Group Membership is available to organizations with three or more licensed advisors
  • Each Group will have a Master Membership that is priced at the Regular Member rate, subject to any qualifying organizational discounts.
  • Each Associate Member is subject to an annual fee of $360. No additional discount applies. 
  • Group Memberships are invoiced on an annual basis in December, and the due date of the annual payment is January 15th each year. If a group enrolls mid-year before September 1st, the annual payment is prorated for the remaining months in the calendar year. (i.e. If a group enrolls in March, they will pay for April through the end of the year, 9 months). If a group enrolls mid-year on or after September 1st, the annual payment will be prorated through the end of the following year. (i.e. If a group enrolls late September, they will pay for October through the end of the following year, 14 months). Subsequent Associate Members are also subject to the same proration policy. Each Member of the group must acknowledge and adhere to the APEG Terms and Conditions.
  • The annual fee may be paid by check or ACH. Credit card payments are subject to a 3% processing fee.

Can Subscribers promote their Subscription in APEG?

Yes! Subscribers are encouraged to share with their clients and prospective clients that they continually update their knowledge by participating in the Advanced Planning Educational Group, Inc. Subscribers interested in doing so, may utilize the APEG logo on their website provided the adequate disclosure is included and prior authorization from the APEG Leadership team is expressly issued in writing in advance of use. Authorization may be revoked in writing at the discretion of the Leadership Team if the Subscriber is no longer in good standing.

How may a Subscriber be excused from APEG?

If any Subscriber is found to no longer be in good standing with any regulatory authority, is found to be involved in any criminal or fraudulent activity or is deemed to be engaged in conduct unbecoming of a Subscriber in APEG, Subscriptions may be terminated pursuant to APEG's Terms and Conditions. Conduct unbecoming of a Subscriber is determined solely by a majority vote of the Leadership Team of APEG.

What occurs when a person is no longer a Subscriber of APEG?

The former Subscriber is required to discontinue utilizing and immediately destroy all previously licensed material of APEG. The former Subscriber must immediately remove all references to their Subscription in APEG from any promotional material whether printed, verbal or electronic. APEG will strictly enforce all copyright infringements.

Membership Questions

What is included in Membership?

Membership in APEG includes the following:

  • Unlimited access to Foundations of Financial Planning course for both the Member and their un-licensed support staff including monthly live discussion sessions.
  • Access to the Expert Insight Webinars and participation in the Question and Answer period that follows.
  • Access to the Learning Center's Library of prior webinar events.
  • Licensing Rights to the G.O.A.L.S. approach to comprehensive planning and access to the associated training modules.
  • Access to the Master Mind Round Table Events.
  • Access to the Case Design Discussion Sessions.
  • Access to the Regional Meet-up Events.
  • Discounted access to APEG's National Planners' Day Conference
  • Access to the Community Resources and applicable partner discounts awarded to Members.
  • Access to the Professional Partner Network
  • Access to Oakland University's discounted tuition for the CFP(R) Curriculum.

What is the process to become an APEG Member?

Members enroll on APEG’s website by selecting the Membership tab on the Navigation Bar and selecting an enrollment option.

What are the monthly dues for Membership in APEG?

APEG Membership is $195 per month. Enterprise and Group pricing may apply which may reduce the Membership dues. The Member must select monthly or annual payment type at time of registration.

What are the annual dues for Membership in APEG?

APEG Membership is $2,295 per year. Enterprise and Group pricing may apply which may reduce the Membership dues. The Member must select monthly or annual payment type at time of registration.

How does a Member pay their dues?

During the enrollment process, credit card information will be obtained. Each month/ year, the Member’s credit card will be charged the appropriate Membership Dues.  

Can a Member pay via check?

APEG will accept a check for 12 months of membership in advance. Please contact APEG for special registration information.

Is there an annual pay discount?

Yes, the annual pay option saves the Member nearly $50 per year over the monthly pay option.  

Are there any Set-Up fees to start?

No.

What is the Member renewal process?

Membership is automatically renewed at the end of each membership period using the credit card on file.  

What is the Membership Cancellation Policy?

APEG will issue a refund of unused service calculated on a monthly basis. The refund will apply to unused months only. No partial monthly refund is available. Upon request for refund, the user shall immediately discontinue use of service, all licensure rights shall immediately terminate and user shall return or destroy any materials associated with the service or licensure rights. Refund requests shall be made via email to [email protected] or mailed to APEG's address of record found on this site.

Can multiple people in the same office share a single membership?

No, the membership and licensing rights are for individual use only. Sharing of APEG resources with non-members, other than clients, prospective clients and support personnel, is a violation of the Terms and Conditions, and may be grounds for immediate termination of Membership. Group Membership are available for teams of 3 or more that use the same business address.

How can my office apply for a Group Membership?

The Group Membership is anchored to a a single regular membership and additional members of the group are referred to as Associate Members. The Regular Member and the Associate Members are entitled to all the features and benefits of a Regular Member of APEG including APEG’s Foundations of Financial Planning Course. The following provisions apply:

  • Group Membership is available to organizations with three or more licensed advisors
  • Each Group will have a Master Membership that is priced at the Regular Member rate, subject to any qualifying organizational discounts.
  • Each Associate Member is subject to an annual fee of $360. No additional discount applies. 
  • Group Memberships are invoiced on an annual basis in December, and the due date of the annual payment is January 15th each year. If a group enrolls mid-year before September 1st, the annual payment is prorated for the remaining months in the calendar year. (i.e. If a group enrolls in March, they will pay for April through the end of the year, 9 months). If a group enrolls mid-year on or after September 1st, the annual payment will be prorated through the end of the following year. (i.e. If a group enrolls late September, they will pay for October through the end of the following year, 14 months). Subsequent Associate Members are also subject to the same proration policy. Each Member of the group must acknowledge and adhere to the APEG Terms and Conditions.
  • The annual fee may be paid by check or ACH. Credit card payments are subject to a 3% processing fee.

Can Members promote their Membership in APEG?

Yes! Members are encouraged to share with their clients and prospective clients that they continually update their knowledge by participating in the Advanced Planning Educational Group, Inc. Members interested in doing so, may utilize the APEG logo on their website provided the adequate disclosure is included and prior authorization from the APEG Leadership team is expressly issued in writing in advance of use. Authorization may be revoked in writing at the discretion of the Leadership Team if the Member is no longer in good standing. Each year in January, APEG issues a Certificate of Membership to all active Members in good standing.

How may a Member be excused from APEG?

If any member is found to no longer be in good standing with any regulatory authority, is found to be involved in any criminal or fraudulent activity or is deemed to be engaged in conduct unbecoming of a Member in APEG, membership may be terminated pursuant to the Terms and Conditions of APEG Membership. Conduct unbecoming of a Member is determined solely by a majority vote of the Leadership Team of APEG.

What occurs when a person is no longer a Member of APEG?

The former Member is required to discontinue utilizing and immediately destroy all previously licensed material of APEG. The former Member must immediately remove all references to their Membership in APEG from any promotional material whether printed, verbal or electronic. APEG will strictly enforce all copyright infringements.

Foundations Questions

What is the Foundations of Financial Planning Course?

The Foundations of Financial Planning Course is stand-alone offering of APEG that provides an overview to the key segments and elements of personal comprehensive financial planning. This course is included in APEG's Membership and most of APEG's Enterprise Solutions.

How many contact-hours is the course and how is it delivered?

The course is designed to be covered in 24 contact hours. The online version is delivered 8 in three-hour sessions. 

When are the on-line classes held?

The educational modules are completely on-demand. The monthly voluntary discussion sessions are generally held on the first Tuesday of each month from 4-6pm (Eastern) and allow the students to interact with members of the faculty.

Do they sessions follow a particular order?

The online sessions are designed to follow the APEG G.O.A.L.S. approach to Comprehensive Planning. The online classes can be watched in any order.

Who teaches the course?

The courses are taught by experienced planners that have generally taught in a CFP® curriculum.  Their real-life experience, coupled with their background in education, provides for a robust and practical educational experience. Instructors are generally credentialed as either an attorney, CPA, Enrolled Agent, CFP®, ChFC®, AIF® or CLU®.

Does the course have a textbook?

No. In order to allow the instructors to periodically update their course to accommodate changing tax codes, laws and planning techniques, the Leadership Team of APEG decided to not wait for a textbook to "catch" up.

Does the course have a final examination?

Yes. The course has a final examination to allow the student the opportunity to measure their acquisition of knowledge. Students wishing to waive the final examination may do so, however, will not receive a Certificate of Completion. Employer sponsored students may be required to complete and pass the final examination depending on the employer’s policy.

Is there a Certificate of Completion issued at the end of the course?

Yes. For students that complete the course and pass the timed, closed book, Final Exam with a 70%; APEG will issue a Certificate of Completion.

What topics are covered in the course?

Session 1 - Introduction to Financial Planning   

Session 2 - Estate Planning

Session 3 – Income Tax Planning

Session 4 – Risk Management (Insurance Planning)

Session 5 – Retirement Planning

Session 6 – Employee Benefits, Social Security and Medicare 

Session 7 – Investment Planning

Session 8 - College Planning

How much does the course cost?

The 8-session online course is $795.  The course is included in Membership and most Enterprise Solutions.

Webinar Questions

What are the various webinar formats APEG offers?

APEG organizes its web based content into four categories as follows:

  • Expert Insights - Individual topics covered by an expert in about 60 minutes.
  • Master Mind Round Table Events - An "open mic" environment allowing for peer-to-peer sharing
  • Case Design Discussion Sessions - An instructor led discussion on a single financial planning case
  • Open House Events - An event to showcase a particular opportunity in planning

Is there any additional educational content?

Yes! 

Content Prepared and Hosted by a Strategic Partner:

APEG will often announce events developed and hosted by its strategic partners as an added benefit to APEG users. Much of their content is also developed by experts and offers valuable educational material. This content is only available based on the third party’s schedules and not specifically endorsed by APEG. These events are not recorded by APEG and are not hosted in APEG's Learning Center Library.

Content Prepared by APEG, but hosted through a Strategic Partner:

Additionally, APEG may develop content specifically requested by its strategic partners. Pursuant to APEG's agreements with its strategic partners, content developed for partners is also licensed for use by APEG Members and Subscribers and will be included in our announcements and our calendar of events. These events are recorded and are in APEG's Learning Center Library.

How does APEG announce its upcoming web events?

APEG issues the following communication to announce events:

  • A Monthly E-Newsletter for Members and Subscribers for the events coming up in the next calendar month. This monthly newsletter is also on the dashboard of all membership and subscription platforms.
  • A Weekly E-Announcement entitled "This Week at APEG" featuring the events in the coming week.
  • A "Last Call" e-reminder the day of an event for those that had their calendar open up.

How do you register for an event?

In each e-communication, a registration link will be included that will connect you to a Zoom(tm) registration page. Only those eligible to attend will receive the link. Members and Subscribers eligible to attend can also do so through the newsletter on their dashboard.

Can I earn CE Credit?

APEG is a CFP® Continuing Educational (CE) Credit Provider. Prior to holding and educational event, APEG submits its information to the CFP® Board for approval when the topic warrants CE. If approved, the topic will count towards the CFP® Boards CE Credit requirements.

What does a member need to do qualify for CE credits?

Prior to each educational event, APEG will provide Members with instructions to qualify their attendance for CE credit.

Does APEG offer Continuing Educational credit for other designations, licensure or other professional organizations?

No. APEG does NOT provide CE for attorneys, CPAs or any other professional licensure or designation. APEG does NOT provide state insurance CE credit.

Why does the content appear to be unedited?

APEG focuses on content not glitz. Often times glitz is part of a sales presentation class. APEG's content is designed to be purely academic.

Are the educational slide decks available to be used in client events?

NO, slide decks were prepared for Professional Educational Use Only and are not to be used with the general public. 

Can I share content and videos with clients?

No, content is for advisor use only.

How can a Member offer educational content to the group?

APEG encourages members to offer specialized content to the group provided that the following conditions exist:

  • The content is educational in nature and not developed to promote a business venture
  • The educational content is original, well researched and sourced where appropriate
  • The presenter is a member in good standing with APEG
  • Material must be approved in advance by the APEG Leadership Team
  • The presenter is versed in utilizing APEG’s webinar software and has adequate technology to host a web meeting
  • The presenter / developer is in good standing with all regulatory bodies
  • No third-party sponsorship exists for the development, presentation or delivery of content

Does APEG ever offer sponsored educational content?

APEG generally does not accept sponsored content.  On occasion, APEG may allow a partner firm or individual to offer educational content provided that the content does not promote a brand or product line as the focus of the content. 

Can a Member record educational content?

No. Educational content is licensed for viewing only. Any recordings made of the educational content is a violation of the Terms and Conditions and may result in a Member being excused from APEG. APEG will strictly pursue all copyright infringements.


Expert Insight Webinars

What is an Expert Insight webinar?

APEG believes that a good financial planner is well versed on the typical issues that arise in the client's comprehensive financial plan such as basic estate planning or tax mitigation. These issues are considered core to the plan. It is a great financial planner that is well versed on issues that arise less frequently, but are still as impactful to the family as core issues, such as Special Needs Planning or Estate Planning for the Client's Vacation Home.

APEG addresses the Core / Satellite education through its offerings. The core needs are addressed in APEG's Foundations of Financial Planning course. The satellite topics are addressed by experts through APEG's Expert Insights. The goal of each Expert Insight is to allow an expert in the legal, accounting, financial or insurance community to share their insight as to how to recognize and address a particular issue.

How many APEG Online Membership Expert Insight Webinars are delivered within a calendar year?

APEG Membership includes approximately 24 unique and original live webinars in a calendar year, two per calendar month. 

Who participates in the development of APEG’s original content for the webinars?

APEG has a Curriculum team made up of experienced attorneys, accountants and financial professionals that also are involved in educating others in a formal educational environment.

Who can attend an Expert Insight Webinar?

Attendance is limited to Members of APEG and Subscribers of one of APEG's Enterprise Solutions.

Are Expert Insight Webinars recorded?

Yes. Most of the webinars are recorded and are stored for future viewing in APEG's Learning Center Library.


Master Mind Round Table Events

What is a Master Mind Round Table Event?

Typically APEG hosts an online meeting monthly for Members. The purpose of these meetings is to create an environment whereas Members can communicate with other members on a myriad of topics ranging from effective financial planning software tools to an "open-mic" discussion about a client fact pattern to learn various planning approaches. (Client's Personally Identifiable Information redacted for privacy)

Who can attend the Master Mind Round Table Events?

Master Mind Round Table Events are reserved solely for the benefit of Members of APEG's Membership groups including Enterprise Membership.

Are Master Mind Round Table events recorded?

No. To ensure that Members can talk freely, the events are not recorded for playback. On occasion, APEG's Leadership Team will record the event for private replay to continually improve the quality of the events.

Case Design Discussion Sessions

What is a Case Design Discussion Session?

A Case Design Discuss Session is a web discussion group limited to Members only. This group will spend three or four sessions, one 90 minute event per month, discussing a single case. The entire process will start with the initial meeting and follow it through recommendations. Examples of analysis techniques and potential objections will be covered.

Are Case Design Discussion Groups recorded?

Yes. The recording are available for the duration of the multi-month event only.


Library Questions

What is the APEG Library?

The APEG Library is part of APEG's Learning Center. It is designed to hold prior Expert Insight webinars as well as some "Straight-to-video" content.

Who has access to the APEG Library and where do I find it?

Everyone can access most of the content in the Library. It is on the APEG website in several locations. For non-Subscriber and non-Members, the library content is found under the All Offerings tab. For Members and Subscribers, the library content is found under the My Enrollments tab or as a tab on the left side of their dashboard entitled Learning Center Library.

What does it cost to watch a video?

Each course is individually priced for viewing. They typical price for an hour long course is $79. Three hour courses are typically $295. Generally all content, except the Foundations of Financial Planning course, is included in all APEG subscriptions and APEG Memberships. The Foundations course is included in all APEG Memberships, including Enterprise Membership, and any of the Enterprise Essentials subscriptions.

Can I re-watch Expert Insights I already paid for?

Yes. Once purchased you can re-watch any content as found under My Enrollments.

Are items ever removed from the Library?

Yes. APEG periodically reviews the content and removes outdated content on a best-effort basis. APEG makes no guarantee that all content is current.

Does APEG "fact-check" the content in Expert Insight recordings?

No. APEG relies on the experience and credentials of the experts presenting the information. Views and opinions expressed by a presenter may not reflect the views or opinions of APEG Shareholders, Directors, Managers, Leadership Team Members, Employees, Managers or Contractors.

Member Meet-Up Events

What are APEG Regional Member Meet-Up Events and where are they held?

APEG Regional Member Meet-Up Events are hosted by APEG’s Leadership Team and are focused around providing live education while encouraging a community building environment for the Members. are open to all members without any additional costs.  Regional Events are included in the Membership dues.  Regional events are designed to meet the unique needs of each marketplace and come in various forms including any of the following:

  • Live educational workshops
  • Single-Topic sessions delivered by an expert related to the financial planning process
  • Topic discussion panels
  • Professional networking cocktail receptions and / or meals

Can a Member bring a guest to a Regional Event?

APEG encourages the inclusion of guests that assist the members in their planning practice such as attorneys, financial professionals or accountants. Each member may bring multiple guests provided space is available. The first-time unique guest* will be offered a Complimentary Attendance Pass with additional guests responsible for their attendance cost. *Unique guest is defined as a person that has not attended a prior event under Complimentary Attendance Pass.

How does a Member learn about scheduled Regional Events?

Regional Events are scheduled on the Community Events tab found on the APEG website. Additionally, email notifications will be included in the monthly newsletter.

Can a member attend any Regional Event regardless of location?

Yes! Members are welcome to attend all Regional Events regardless of location.

 What is Membership Preview Event?

APEG continuously promotes Membership opportunities to attorneys, accountants and financial professionals in both private and public settings.  Often these events are hosted by APEG's strategic partners.

Can a Member attend a Membership Preview Event?

If seating is available, Members and a first-time unique guest* utilizing a Complimentary Attendance Pass may attend public Membership Preview Events. *Unique guest is defined as a person that has not attended a prior event under Complimentary Attendance Pass.

How does a Member learn about Membership Preview Events in their community?

Membership Preview Events are scheduled on the Comunity Events tab found on the APEG website. Additionally, email notifications will be included in the monthly newsletter.

National Planners' Day Conference

What is the National Planners' Day Conference?

APEG hosts National Planners' Day Conferences so that professionals in the accounting, legal and financial communities can gather to learn topical educational content, share innovative ideas and best practices and grow through their professional interaction.

Who may attend the National Conferences?

National Conferences are open to accountants, attorneys, financial professionals and others that support the financial planning process.

Does the educational material include CE credit?

Yes. Typically, most topics may provide CFP® CE Credit only.

Where are the conferences held?

APEG attempts to select central locations so that attendees from all regions of the continental United States can travel to the conference and expect reasonable flight times and airfare rates.

How long do the conferences last?

The conferences are designed to last for a single action-packed day. The day includes a whole day of educational content followed by a dinner and gathering ideal for sharing best practices. Attendees traveling are encouraged to travel the day before and the day after the event so they have plenty of time to immerse themselves in the event.

How much does it cost to attend the National Conference?

The National Conference is competitively priced at $1,195 and includes admission to the conference and all materials; two nights of lodging; breakfast, lunch, dinner and snacks on the educational day.

Do APEG members receive a discount?

Yes! Typically, APEG Members and Subscribers may attend for half of the public offering price.

What costs are not covered?

Transportation to and from the facility including air travel, ground transportation to and from the airport; entertainment and additional lodging requirements.

What is conference registration process?

Conference participants may enroll on the APEG website. Non-Members may qualify for discounts through their affiliation with their financial institutions. Please contact the APEG Leadership team with questions.

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