APEG’s Monthly Planner Series

Successful financial planners must have the insight to recognize and address a myriad of complex topics. APEG’s monthly series is designed to help advisors develop their "planner’s ear" by staying at the forefront of industry trends and technical strategies.

Expert-Led Insights

Each month, we host a guest speaker to provide deep-dive expertise into the shifting landscape of financial services. These sessions help you identify planning opportunities you might otherwise miss, covering:

•  Tax & Estate: Advanced strategies for wealth preservation and compliance.
•  Legal & Insurance: Navigating the regulatory and protective side of planning.
•  Investment Topics: Current market insights and portfolio management trends.

Engagement & Flexibility

Whether you prefer to participate in real-time or learn at your own pace, our format is built to fit a professional schedule.

Session Length- 1-Hour focused deep dives

CFP® Credits- 1.0 CE Credit Hour per live session

Interactivity- Live Q&A with presenters to explore specific scenarios

On-Demand- Access to a comprehensive library of recorded sessions

Subscription Options

Choose the plan that best fits your practice. Gain the flexibility of monthly access or the value of an annual commitment.

•  Month-to-Month: Flexible enrollment to keep your knowledge current.
•  Annual Subscription: Get two months free by paying for the year in advance.

Never Miss a Beat: If you miss a live event, don't worry. Unless otherwise noted, every session is recorded and added to our library, making technical information available exactly when you need it for a client case.