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Product image for 4 Strategies for Maximizing Life Insurance Value for Planning

4 Strategies for Maximizing Life Insurance Value for Planning

May 10, 2023

Course•By Jamie L. Mendelsohn

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Product image for 401(k) Landscape - What Professionals Advising Business Owners Need to Know

401(k) Landscape - What Professionals Advising Business Owners Need to Know

February 15, 2023

Course•By Rickie Taylor

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Product image for  Aging, Caregiving & the Role of the Financial Professional

Aging, Caregiving & the Role of the Financial Professional

July 24, 2024

Course•By Lily Vittayarukskul

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Product image for (1) XX-OAKLAND UNIVERSITY-CFP Reimbursement

(1) XX-OAKLAND UNIVERSITY-CFP Reimbursement

Course•By Jeffrey Hoenle, CFP, AEP

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Product image for A Financial Planners Perspective on Estate Planning

A Financial Planners Perspective on Estate Planning

March 24, 2021

Course•By Jeffrey Hoenle, CFP, AEP

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Product image for A Financial Planners Perspective on Trust Funding

A Financial Planners Perspective on Trust Funding

January 27, 2022

Course•By Jeffrey Hoenle, CFP, AEP

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Product image for Adding a “Letter of Wishes” to your Estate Plan

Adding a “Letter of Wishes” to your Estate Plan

May 11, 2022

Course•By Jill L. Miller, Esq.

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Product image for Advanced Beneficiary Planning

Advanced Beneficiary Planning

June 25, 2025

Course•By Ruth Raftery, JD, CPA

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Product image for All Trusts are NOT Created Equal

All Trusts are NOT Created Equal

April 14, 2021

Course•By Ruth Raftery, JD, CPA

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Product image for Almost Everyone Wants Protected Income, But Few Buy It.  Why?

Almost Everyone Wants Protected Income, But Few Buy It.  Why?

August 9, 2023

Course•By Scott Stolz, CFP®, RICP®

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Product image for An Attorney’s Perspective:   The Good, The Bad & The Ugly of Working with Financial Professionals

An Attorney’s Perspective: The Good, The Bad & The Ugly of Working with Financial Professionals

May 22, 2024

Course•By Jill L. Miller, Esq.

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Product image for APEG Foundations of Financial Planning

APEG Foundations of Financial Planning

A 24-Contact Hour, On-Demand Course

Course•By Foundations Team

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Product image for APEG Membership

APEG Membership

Expert-Led Webinars on Circumstantial Financial Planning Topics

Course bundle•By Contact Us 800-568-2444

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Product image for Axtella Classic Membership

Axtella Classic Membership

An Axtella Community Committed to Financial Planning

Course bundle•By Contact Us 800-568-2444

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Product image for Be the Planner your Clients Need you to Be

Be the Planner your Clients Need you to Be

December 14, 2022

Course•By Jeffrey Hoenle, CFP, AEP

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Product image for Client Event Toolbox - Beyond the Headlines: Understanding the Real Impact of the One Big Beautiful Bill Act (OBBBA)

Client Event Toolbox - Beyond the Headlines: Understanding the Real Impact of the One Big Beautiful Bill Act (OBBBA)

OBBBA is set to reshape the financial landscape for millions of Americans, and your clients will be looking to you for answers. Are you ready to be the go-to expert? APEG's comprehensive Toolbox gives you everything you need to confidently educate your clients and prospects on the most significant tax and financial changes in a generation. 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!

Course•By Jeffrey Richard Hoenle

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Product image for Client Event Toolbox - Planning for an Aging Family Member

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 the most significant tax and financial changes in a generation. 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!

Course•By Jeffrey Richard Hoenle

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Product image for Declining Mental Capacity and How It Affects Estate Plans

Declining Mental Capacity and How It Affects Estate Plans

July 18, 2023

Course•By Judith Pearson

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Product image for Determining Your Client’s Retirement Income Style

Determining Your Client’s Retirement Income Style

March 27, 2024

Course•By Wade D. Pfau, PhD, CFA, RICP

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Product image for Digital Asset Estate Planning

Digital Asset Estate Planning

August 23, 2023

Course•By James G. Burnes, Esquire

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Product image for Embracing AI in Financial, Estate, & Tax Planning

Embracing AI in Financial, Estate, & Tax Planning

November 19, 2025

Course•By Dan Arnold

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Product image for Essential Estate Planning Check-Up

Essential Estate Planning Check-Up

August 5, 2020

Course•By Jill L. Miller, Esq.

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Product image for Estate Planning: Revisiting Irrevocable Life Insurance Trusts

Estate Planning: Revisiting Irrevocable Life Insurance Trusts

November 17, 2021

Course•By Ruth Raftery, JD, CPA

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Product image for Financial Planner's Pathway

Financial Planner's Pathway

Your Bridge to Financial Planning

Course•By Contact Us 800-568-2444

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Product image for Financial Planning: It’s Not Just a Math Job…

Financial Planning: It’s Not Just a Math Job…

January 11, 2023

Course•By Jeff Sietstra, BFA™

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Product image for Financial Strategies to Pay for College & the Strategic Use of Student Loans

Financial Strategies to Pay for College & the Strategic Use of Student Loans

September 27, 2023

Course•By Cozette (Cozy) Wittman

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Product image for Five Things Every Financial Advisor MUST Know About Medicare 

Five Things Every Financial Advisor MUST Know About Medicare 

March 22, 2023

Course•By Melinda A. Caughill, CSA

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Product image for Helping Your Clients with Estate Planning

Helping Your Clients with Estate Planning

October 5, 2022

Course•By Leah Del Percio, Esquire

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Product image for How to "Read" a Tax Return

How to "Read" a Tax Return

August 13, 2025

Course•By Ruth Raftery, JD, CPA

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Product image for Income Planning: How to Prepare Your Clients for Rising Inflation

Income Planning: How to Prepare Your Clients for Rising Inflation

December 15, 2021

Course•By Jeffrey Hoenle, CFP, AEP

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Product image for International Issues for the Domestic Planner

International Issues for the Domestic Planner

May 14, 2025

Course•By Brian Wruk, MBA, CFP (US), CFP (Canada), TEP, C

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Product image for IRA Beneficiary Rules After the SECURE Act

IRA Beneficiary Rules After the SECURE Act

January 8, 2025

Course•By Jay Kautt, JD

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Product image for Major Changes to College Search

Major Changes to College Search

August 21, 2024

Course•By Cozette (Cozy) Wittman

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Product image for Maximize Life Insurance Value: Ethical and Professional Responsibility

Maximize Life Insurance Value: Ethical and Professional Responsibility

June 26, 2024

Course•By Jamie L. Mendelsohn

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Product image for Maximizing the 3 Buckets of  Revenue

Maximizing the 3 Buckets of Revenue

September 8, 2022

Course•By Jeffrey Hoenle, CFP, AEP

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Product image for Navigating Essential Social Security Rules and Key Updates:  What You Need to Know

Navigating Essential Social Security Rules and Key Updates: What You Need to Know

April 16, 2025

Course•By Martha Shedden, RSSA, CRCP

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Product image for New Trends in Vacation Home Planning

New Trends in Vacation Home Planning

April 24, 2024

Course•By Jeffrey Hoenle, CFP, AEP

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Product image for One Big Beautiful Discussion

One Big Beautiful Discussion

July 30, 2025

Course•By Ruth Raftery, JD, CPA

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Product image for Pet Trusts

Pet Trusts

12/9/2020

Course•By Tricia L. Lincoln, Esq.

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Product image for Planning for a "Silver Marriage"

Planning for a "Silver Marriage"

Novemer 13, 2024

Course•By Jeffrey Hoenle, CFP, AEP

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Product image for Planning for your Aging Parents

Planning for your Aging Parents

July 23, 2025

Course•By Jeffrey Hoenle, CFP, AEP

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Product image for Pre and Post Nuptial Agreements:  Not just for the Rich & Famous

Pre and Post Nuptial Agreements: Not just for the Rich & Famous

September 25, 2024

Course•By Tricia L. Lincoln, Esq.

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Product image for Revocable Living Trust Boot Camp

Revocable Living Trust Boot Camp

The Basic Training for Understanding Revocable Living Trusts

Course•By Jill L. Miller, Esq.

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Product image for Revocable Trusts and Planning for Incapacity

Revocable Trusts and Planning for Incapacity

May 24, 2023

Course•By Michelle R. Diamond

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Product image for Special Event: Let Planning Be YOUR Competitive Edge

Special Event: Let Planning Be YOUR Competitive Edge

January 18, 2023

Course•By Jeffrey Hoenle, CFP, AEP

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Product image for Tax & Retirement Planning with Cash Balance Plans

Tax & Retirement Planning with Cash Balance Plans

February 12, 2025

Course•By Larry R. Blades

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Product image for Tax Planning with "Controllable" Income

Tax Planning with "Controllable" Income

October 29, 2025

Course•By Ruth Raftery, JD, CPA

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Product image for Tax Planning with Holistiplan

Tax Planning with Holistiplan

November 1, 2023

Course•By Emily Joles, CFP®, EA

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Product image for Taxation of Non-Qualified Annuities-Tips, Traps, and Strategies

Taxation of Non-Qualified Annuities-Tips, Traps, and Strategies

April 5, 2023

Course•By Joel A. Koeniguer, CLU®, ChFC®

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Product image for The Five Things Every Financial Professional Should Know About Estate Planning

The Five Things Every Financial Professional Should Know About Estate Planning

Supporting Your Client's Estate Planning Needs

Course•By Jill L. Miller, Esq.

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Product image for The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan

The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan

November 22, 2022

Course•By Gregg R. Fortune, CFP, CFS, AEP, ChFC

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Product image for The Income Planner's Toolbox

The Income Planner's Toolbox

Learn the Art and Science of Income Planning from Two Experienced Advisors!

Course•By Jeffrey Hoenle, CFP, AEP

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Product image for The Intersection of Estate and Elder Care Planning:

The Intersection of Estate and Elder Care Planning:

October 26, 2023

Course•By Elizabeth Forspan, Esquire

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Product image for The Key Estate Planning Documents

The Key Estate Planning Documents

Wills, Trusts, Powers of Attorneys

Course•By Jeffrey Hoenle, CFP, AEP

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