APEG's Virtual Library

A subscription platform to support "just-in-time" education

Have you ever encountered a client goal you wanted to be more prepared to address?
Are you looking to stay current on hot topics?
Do you want to enhance your knowledge to allow you to serve new markets?
Are you a life-long learner?
Do you prefer to learn from experts instead of books?

APEG's Virtual Library gives you on-demand access to an ever-growing library of Expert Insight Webinars. All courses are developed by attorneys, accountants, financial planners, insurance experts and educators who are recognized as experts in their fields of study.

Don't waste valuable time trying to put together the pieces of a topic online. Instead, invest in highly focused learning that is tailored around the specific needs of Financial Professionals. New topics are added every month to prepare you to better serve your clients.

Continue your educational journey today!


NOTE THAT COURSES DO NOT WORK WITH INTERNET EXPLORER. PLEASE USE MICROSOFT EDGE OR GOOGLE CHROME AS YOUR BROWSER.

Examples of Virtual Library Content

Be the Advisor your clients need you to be!

APEG Special Needs Planning

Special Needs Planning & Applicable Social Security Benefits

Sara A. Schimke, Esq.

APEG Property & Casualty Insurance

The Missing Piece of Financial Planning: Property & Casualty Insurance

Brian P. Boak, CPRIA®, CLU®, LUTCF®

APEG Considerations in Owning Rental Property

Planning Considerations in Owning Rental Property

Jeffrey R. Hoenle, CFP®, CRPC®, AEP®

APEG Understanding VA Benefits

Understanding Veterans Benefits


Sara A. Schimke, Esq.

APEG Understanding Child Support

Understanding Child Support


Natalia Kujan Gentry, Esq.

APEG Secure Act Planning

Planning in the Shadow of SECURE


Jeffrey R. Hoenle, CFP®, CRPC®, AEP®

APEG 5 Things Every Financial Planner Should Know About Estate Planning

5 Things to Know About Estate Planning


Jill L. Miller, Esq.

APEG Trustee Training Workshop

Trustee Training Workshop


Gregory C. Hamilton, Esq.

APEG Alternative Investments

Alternative Investments


Richard Hillson

APEG Tax Planning Under TCJA

Tax Planning Under the Tax Cuts and Jobs Act (TCJA)


Ruth Flynn Raftery, JD, CPA, AEP®

APEG Estate Planning for the Family Vacation Home

Estate Planning for the Family Vacation Home


Jeffrey R. Hoenle, CFP®, CRPC®, AEP®

Home, Auto and Excess Liability Insurance Coverage


Brian P. Boak, CPRIA®, CLU®, LUTCF®

APEG Roth IRA:  Missed Planning Opportunities

The Roth IRA: Missed Planning Opportunities


Jeffrey R. Hoenle, CFP®, CRPC®, AEP®

APEG Financial Considerations for Unwed Parents

Financial Considerations for Unwed Parents


Natalia Kujan Gentry

APEG Prenuptial Agreements

Understanding Important Aspects of Prenuptial Agreements


Natalia Kujan Gentry, Esq.

Considerations in Embarking in In-Vitro Fertilization, Surrogacy, Adoption and Embryo Donation

Considerations in Embarking in In-Vitro Fertilization, Surrogacy, Adoption and Embryo Donation

Natalia Kujan Gentry, Esq.

APEG Addressing a Long-Term Care Event

Addressing a Long-Term Care Event



Jeffrey R. Hoenle, CFP®, CRPC®, AEP®

APEG Revocable Living Trust Boot Camp

Revocable Living Trust Boot Camp



Jill L. Miller, Esq.

APEG The Three Worlds of Saving and Investing

Explaining the Three Worlds of Saving and Investing


Jeffrey R. Hoenle, CFP®, CRPC®, AEP®

APEG Why Now? The Return of the Irrevocable Life Insurance Trust (I.L.I.T.)

Why Now? The Return of the Irrevocable Life Insurance Trust (I.L.I.T.)


Jeffrey R. Hoenle, CFP®, CRPC®, AEP®

APEG The Practicality of the Income Matrix

The Practicality of Using the Income Matrix


Jeffrey R. Hoenle, CFP®, CRPC®, AEP®

Please view our full library by selecting All Offerings on the Navigation Bar


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