Curriculum Contributors

Learn from Experienced Experts with Practical Knowledge in their Area of Specialty

The strength of a Comprehensive Financial Planner is rooted in knowledge. In this age of technology and abundant information, many planners struggle to gather reliable, current, and most importantly, highly focused content that can be utilized to serve their clients.

APEG continuously searches the marketplace for experts in the legal, accounting, financial and insurance communities, along with professionals that have expertise in areas that can improve the value of a planner's practice.

These experts develop topical content and share their insight to help a planner assimilate the relevant components in an efficient and effective manner.

In addition to serving as Curriculum Contributors, many of these professionals make themselves and/or their firms and services available to Members of the APEG Community to aid in client matters where they are duly licensed. Please check out APEG's Professional Referral Network or Community Resources tab for information about their additional contributions and services.

ALL INDIVIDUALS AND/OR THEIR FIRMS LISTED IN OUR PROFESSIONAL PARTNER NETWORK, OUR SPEAKERS BUREAU, OUR CURRICULUM CONTRIBUTORS, OR OUR COMMUNITY RESOURCE PARTNERS, UNLESS OTHERWISE NOTED, ARE INDEPENDENT FROM THE 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.