APEG Membership

A national community of professionals who are committed to improving themselves, the financial planning industry and the lives of the clients they serve.

Membership includes Expert-Led Webinars on Circumstantial Financial Planning Topics
24/7 Access to a Library of Prior Events

A substantial differentiating factor separating great planners from good planners is their knowledge on a myriad of planning issues.

Many planning topics are circumstantial as they don't always appear in every client fact-pattern. A great planner will develop a "planner's ear" which describes their ability to listen and recognize rare, yet important planning issues.

Choose a Pricing Option

Here is what's included in Membership:

Webinars on specific topics presented by Experts in their Industry...

In order to help Financial Professionals develop their "Planner's Ear", twice per month, APEG Members and Subscribers can gather and join our Curriculum Team, made up of experts in the legal, accounting, and financial planning communities, as they share their experience in circumstantial planning topics, best practices and advanced planning techniques.

These online events feature an educational session followed by a question-and-answer period to allow the attendees the opportunity to fully understand the content being shared.

Unlike other webinars which are offered by insurance companies and financial product sponsors, APEG's webinars are delivered in a truly academic manor without a product motivation in order to ensure the educational information is unbiased.

APEG's Library of webinars & supporting materials...

In order to help planners prepare to address issues with their clients, APEG maintains a rich library of its prior Expert-Led webinars. These sessions are chalked full of valuable information to allow the planner to understand both the academic and practical application of the featured topics.

Don't waste your valuable time trying to put together the pieces of a topic online through internet searches. Wisely invest your time in highly focused learning sessions tailored around particular client goals or financial planning issues.

Webinars are developed by our national team of Curriculum Contributors which includes attorneys, accountants, financial planners, insurance experts and educators that are recognized as experts in their field of study.

It takes a village to support your planning efforts!

APEG has formed strategic partnerships with key organizations that can support the financial planning process.

Many of the strategic partners have developed special pricing and/or discount codes for use by APEG Subscribers and Members.

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Questions and Support (800) 568-2444 or [email protected]