Advanced Planning Educational Group, Inc.

10/25/2021

Happy to announce APEG’s involvement in “Financial Planning Jump Start”. Thanks to Advisor Group for the partnership and Yahoo finance for the announcement! Full article below: Here’s an excerpt ⬇️

Advisor Group is piloting “Financial Planning Jump Start,” This six-month curriculum in collaboration with Advanced Planning Educational Group aimed at training and coaching early-career advisors and associates in the basics of financial planning. The program also shows them how to introduce financial planning into client relationships, along with the process of executing a plan and communicating with clients on progress towards defined goals. The course brings together in-person and virtual training events with group coaching sessions to guide participants on the path to completion.” Securities AmericaSagePoint Financial Triad AdvisorsWoodbury Financial Services, Inc.

https://lnkd.in/ef

Advisor Group, the nation's largest network of independent wealth management firms, today announced the launch of a series of new platforms and solutions to accelerate the company's ongoing digital transformation strategy, which is aimed at elevating the advisor and client experience for the company...

10/19/2021

Great job Ruth Flynn Raftery, JD, CPA and Jeffrey Hoenle, CFP! Advisors be sure to talk to Advisor Group at regarding the program. Great for advisors looking to expand their knowledge and grow their practice through training and learning!😃 FSC Securities CorporationSecurities AmericaSagePoint FinancialTriad AdvisorsWoodbury Financial Services, Inc.

10/19/2021

We’re excited for the next education session here at . APEG & Advisor Group are discussing Financial Planning Jump Start - A New Program For Associates. We’re on at 11:20!

Wonderful conference! Excellent content!!
Ruth Flynn RafteryJeffrey HoenleBlayne Andersen

02/22/2021

This week’s webinar - sponsored by our partners at Producers Choice Network – will address an area of Taxation that you need to know!!!
Thursday 2/25 from 11:30 – 12:30 EST. Register here: https://lnkd.in/dkZCrte

02/03/2021

Learn how to help you and your clients, preserve, protect, and manage their art and collectibles. Join APEG today, February 3, 11:00 am EST, for our Expert Insight Webinar. https://lnkd.in/d36EZHv

02/01/2021

Here is what’s happening, this week at APEG! Wednesday, February 3, 11:00 am EST
We are excited to welcome Alanna Fabbri Butera MA, as she discusses Arts and Collectibles.
Case studies throughout the presentation will highlight best practices, common issues and how to engage the right experts to help you and your clients, preserve, protect, and manage their art and collectibles collection.
APEG Members and Subscribers, check your email for a link to register. Not an APEG Member but interested in the topic? Comment below and we’ll send you a link to register.
To learn more about APEP visit our website: https://apegcommunity.teachable.com/p/home.

01/25/2021

This week at APEG - Wednesday, January 27th at 11:00 am EST we are excited to welcome Daren Raoux, CPA (ON) CPA (IL) and Joanne King to discuss issues faced by clients with non-US connections. This is one of those areas where what you don’t know could really impact your clients.
APEG Members and Subscribers, check your email for a link to register. Not an APEG Member but interested in the topic? Comment below and we’ll send you a link to register.

01/22/2021

Thinking of pursuing your CFP® Designation? Join APEG’s Open House on Monday, January 25th at 11:00 A.M. (Eastern) to learn more about what it takes to become a CFP®. Click here to learn more

2021 CFP Open House

12/07/2020

Make sure to register for our webinar – Wed. Dec. 9th at 11 am EST - we will be discussing “Pet Trusts.” Yes, you can create a Trust for your pet(s) and it may be a great way to connect with your clients!

12/03/2020

Advanced Planning Educational Group would like to welcome Dimitri Struck as our newest member, welcome to APEG Dimitri!

12/01/2020

Last week we talked about Tax Planning for Individuals. This week we’ll be talking about Tax Planning as it relates to Business Owners. Make sure to register for our webinar.

11/23/2020

TOMORROW – Tuesday Nov. 24th (11-12 Eastern) Make sure to register for our webinar. We will be discussing what you need to know when a new client comes to you with REITS in their Portfolio.