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Estate & Legal Planning (50)
Tax Planning (30)
Insurance Planning (16)
Income Planning (16)
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Investment Planning (17)
College Planning (8)
Financial Planning (16)
Social Security (6)
Medicare (3)
Foundations (2)
Practice Management (11)
Annuities (3)
Business Owners (3)
Charitable Planning (1)
Artificial Reproductive Therapy (1)
Digital Assets (2)
Special Needs (3)
Real Estate (3)
Divorce (6)
Trusts (21)
Art & Collecctibles (1)
Non US Issues (1)
Personal Development (1)
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retirement (1)
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Alanna Fabbri Butera, MA
Alexus Rogers
APEG Membership New Member Fee
Ben Rathbun, M.B.A.
Brian Boak, CPRIA, CLU
Brian E. Raftery Esq.
Bryan Drake
Chris Bogren, JD
Contact Us 800-568-2444
Cozette (Cozy) Wittman
D. Andrew (ANDY) Hickman
D. Andrew Hickman
Daren Raoux, CPA, CA, CPA (IL, USA)
Davin Salvagno
Debbie Niemann, MBA, ChSNC
Donald Denstaedt, CFP
Dwight Eberts
Elizabeth Forspan, Esquire
Emily Joles, CFP®, EA
Eric C. Ward, ASA
Foundations Team
Gregg R. Fortune, CFP, CFS, AEP, ChFC
Gregory C. Hamilton, Esq.
Hanna Y. Laver
James G. Burnes, Esquire
James Knaus, CFP, RICP
James L. Cunningham, JR.
James R. Sommerville, CPA, PLLC
Jamie L. Mendelsohn
Jay Kautt, JD
Jedidiah Collins
Jeff Rattiner, CPA, CFP®, MBA
JEFF RATTINER, CPA, CFP®, MBA
Jeffrey Hoenle, CFP, AEP
Jeffrey Richard Hoenle
Jeff Sietstra, BFA™
Jill L. Miller, Esq.
Joel A. Koeniguer, CLU®, ChFC®
John Horwath
Joshua Lackowski
Judith Pearson
Leah Del Percio, Esquire
Liza J. Hecht, Esquire
Lubna J. Channo, CPA, CTS, CTP
Mark T. Wise, CFP, CRPC
Martha Shedden, RSSA, CRCP
Martin M. Shenkman
Matthew Stojkov
Melinda A. Caughill, CSA
Michelle R. Diamond
Natalia Kujan Gentry, Esq.
Ric Edelman
Richard Hillson
Rickie Taylor
Ron Rubin, CLU, ChFC
Russell J. Fishkind, Esq.
Ruth Raftery, JD, CPA
Sally A. Vaughn, CTFA
Sara A. Schimke, Esq.
Scott Stolz, CFP®, RICP®
Susan L. Chalgian, Esquire
Terry Altman,CFP,CLU
Tricia L. Lincoln, Esq.
Venar Ayar
Find a product
The SECURE Act & New Proposed IRS Regulations
Available until
September 28, 2022
Jay Kautt, JD
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Maximizing the 3 Buckets of Revenue
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September 8, 2022
Jeffrey Hoenle, CFP, AEP
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Best practices for working with clients using Artificial Reproductive Technology
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August 10, 2022
Natalia Kujan Gentry, Esq.
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Social Security Income Planning, how to Maximize Your Clients Benefits
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August 3, 2022
Martha Shedden, RSSA, CRCP
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Leverage the Fair Market Value of Life Insurance
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July 20, 2022
Jamie L. Mendelsohn
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Retirement Lost to College Cost? The Long-Term Impact of Short-Sighted Planning
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June 22, 2022
D. Andrew Hickman
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Cyber Exposure, Know the Risks and How to Stay Protected
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June 8, 2022
Ben Rathbun, M.B.A.
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Let’s Talk about Bitcoin, Blockchain, & Other Digital Assets
Available until
May 25, 2022
Ric Edelman
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Adding a “Letter of Wishes” to your Estate Plan
Available until
May 11, 2022
Jill L. Miller, Esq.
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COMPLETE
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The Sandwich Generation: Helping Your Clients Plan for Their Parents and Themselves
Available until
April 13, 2022
Elizabeth Forspan, Esquire
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The Power of the MEC
Available until
March 30, 2022
Jeffrey Hoenle, CFP, AEP
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COMPLETE
Being an Ally: An Introduction to working with the LGBTQIA Community
Available until
March 12, 2022
Natalia Kujan Gentry, Esq.
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A Financial Planners Perspective on Trust Funding
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January 27, 2022
Jeffrey Hoenle, CFP, AEP
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Income Planning: How to Prepare Your Clients for Rising Inflation
Available until
December 15, 2021
Jeffrey Hoenle, CFP, AEP
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COMPLETE
401(k) Plans: Connecting with Business Owners & Their Employees
Available until
December 9, 2021
Rickie Taylor
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Estate Planning: Revisiting Irrevocable Life Insurance Trusts
Available until
November 17, 2021
Ruth Raftery, JD, CPA
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What’s So Special About Special Needs Planning?
Available until
September 22, 2021
Russell J. Fishkind, Esq.
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Understanding Blockchain and Digital Assets
Available until
September 15, 2021
Ric Edelman
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Cutting Through the Complexity of Structured Annuities
Available until
August 18, 2021
Scott Stolz, CFP®, RICP®
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Delaware Statutory Trusts (DSTs) – A less hands-on way to benefit from a 1031 exchange
Available until
August 11, 2021
Richard Hillson
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COMPLETE
Wealth Transfers through Purposeful Gifting
Available until
July 15, 2021
Jeffrey Hoenle, CFP, AEP
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Leveraging Tax Deferred Annuities in Irrevocable Trusts
Available until
June 23, 2021
Chris Bogren, JD
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Liquidity Opportunities in Rental Property… This is the Year!
Available until
June 22, 2021
Jeffrey Hoenle, CFP, AEP
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Managing Capital Gains Tax: Are Opportunity Zones a Solution?
Available until
June 9, 2021
Richard Hillson
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Financial Planning Considerations in Acquiring, Maintaining and Passing on a Vacation Home
Available until
June 3, 2021
Jeffrey Hoenle, CFP, AEP
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COMPLETE
Options for dealing with a Notice from the IRS
Available until
May 12, 2021
Venar Ayar
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Help Protect the Elderly from Financial Fraud (Written Content Only)
Available until
April 28, 2021
Bryan Drake
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Beneficiary Planning after Divorce
Available until
April 20, 2021
Jeffrey Hoenle, CFP, AEP
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COMPLETE
All Trusts are NOT Created Equal
Available until
April 14, 2021
Ruth Raftery, JD, CPA
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COMPLETE
A Financial Planners Perspective on Estate Planning
Available until
March 24, 2021
Jeffrey Hoenle, CFP, AEP
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Special Needs Planning: You cannot “fake it until you make it”
Available until
March 10, 2021
Debbie Niemann, MBA, ChSNC
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COMPLETE
Addressing Deferred Interest Build-up
Available until
February 25, 2021
Jeffrey Hoenle, CFP, AEP
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COMPLETE
Art and Collectibles: Preserve, Protect, Manage and Plan
Available until
February 3, 2021
Alanna Fabbri Butera, MA
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COMPLETE
Beware of Clients with Non-US Connections
Available until
January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA)
%
COMPLETE
Pet Trusts
Available until
12/9/2020
Tricia L. Lincoln, Esq.
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COMPLETE
REITS - 101
Available until
November 24,2020
Richard Hillson
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