Introducing APEG’s newest Client Event Toolbox
Planning for an Aging Family Member
As Gen X is entering the sandwich generation phase in life, the potential need for their parent's care is taking a front seat in their thought process. Take advantage of this opportunity to demonstrate your expertise on potential solutions in the areas of estate planning, tax strategies, and long-term care tools. APEG's comprehensive Toolbox gives you everything you need to confidently educate your clients and prospects on planning techniques to address one of the most difficult situation that any family could face.
This isn't just a slide deck; it's a complete on-line “Toolbox” of resources to hold your own webinar or LIVE client event!
Your Toolbox includes:
- Video recording of APEG's advisor-focused event held on July 23rd, 2025.
- Unbranded slide deck with detailed notes to guide your presentation…. Just add your logo and disclosures.
- Sample video of Jeff Hoenle presenting content in a mock event to show you how it’s done.
- BONUS VIDEO - 30-minute video presented by Jeff Hoenle on best practices for holding seminars & webinars.
Why NOW is the time….
Planning for aging parents or an extended family member is a topic that impacts both Financial Professionals AND their clients / prospects. Many people in their 50's and 60's are planning for their own retirement and simultaneously dealing with their parents who need assistance or didn't have a plan.
This event will cover best-practices in estate planning, long-term care planning, and efficient tax strategies to help clients think through the issues that they will face as their parents age. Waiting to start the planning process after the first 4am emergency call can substantially limit your options.
Help your clients to be proactive and not reactive to these issues!
We’ve done the research & compiled it all – so, you don’t have to.
Marketing Your Event
It is recommended to reduce your marketing cost by leveraging your existing book of business. Create a referral friendly environment by inviting you client, their immediate family members, their work colleagues or adult children to learn more about the planning to help aging family members.
We have prepared a proven marketing piece to help you connect with your clients.
All marketing material should be customized for your practice and approved by your compliance department before use.
Professional Unbranded Slide Deck
Demonstrate professionalism with an easy-to-read slide deck. Add your logo and your disclosures to present your firm's branding to your audience!
An Excerpt from the Sample Video
At APEG we don't believe it is enough to just view a slide deck so we prepared a sample video of Jeff Hoenle presenting the content to give you a starting point for your own presentation which can incorporate your communication style.
Presenting Your Event with Confidence
A challenge with using prepared content is facing a question from the audience you may not have been prepared for. APEG has not only produced slides to aid in the presentation, but has incorporated extensive notes to enhance your knowledge on the subject matter. Use the notes to be prepared for questions or use them to augment your content.