Advanced Planning Educational Group, Inc.

Advanced Planning Educational Group, Inc. (APEG) is a membership organization designed to educate and support its members in all aspects of holistic planning.

[BANDER Wealth Management @BANDERWealth]

#letsinvest Florida becomes largest state to mandate personal finance education. Wonderful! Education is the 🔑 key!! How would you describe your high school personal financial education? https://t.co/n9BVAMt5wA

[BANDER Wealth Management @BANDERWealth]

Market volatility getting to you?! One of our Accredited Investment Fiduciary advisors shares helpful tips on how to navigate market volatility. Great, quick listen! #letsinvest #CFP Thank you @BANDER_810 https://t.co/S7EPjqZUrd

[RightCapital @RightCapitalHQ]

There's still time to register! Join us & @APEG_inc to earn 1.5 CFP CE credits! Register now👉 https://t.co/Svsuix0rkn

[Advanced Planning Educational Group, Inc. @APEG_inc]

Grateful to be here with such a wonderful organization!

[SPSFamily @SPS_Family]

#SPSFamilySummit2021 in Nashville, TN begins with Jerry Rydell, CEO, greeting attendees and a Roundtable Discussion with the Executive Management Team.

[Advanced Planning Educational Group, Inc. @APEG_inc]

Wonderful event! Glad we could attend. Looking forward too participating in the #jumpstart program!

[Osaic @osaic_inc]

ICYMI: We finished this year’s ConnectED Fusion conference with FUSION FEST, a private Styx concert held on the Raiders home field of Allegiant Stadium. Thanks to all of our attendees for bringing down the house with us.#ConnectEDFusion

[Osaic @osaic_inc]

ICYMI: We finished this year’s ConnectED Fusion conference with FUSION FEST, a private Styx concert held on the Raiders home field of Allegiant Stadium. Thanks to all of our attendees for bringing down the house with us.#ConnectEDFusion

[Advanced Planning Educational Group, Inc. @APEG_inc]

@AdvisorGroupBDs

[Advanced Planning Educational Group, Inc. @APEG_inc]

Happy to announce APEG’s involvement in “Financial Planning Jump Start”. Thanks to Advisor Group for the partnership and Yahoo finance for the announcement!
#financialplanning #planning #training #education #coaching

[Advanced Planning Educational Group, Inc. @APEG_inc]

https://t.co/fTVSm3M8ok

[Advanced Planning Educational Group, Inc. @APEG_inc]

Great job Ruth and Jeff! Advisors be sure to talk to @AdvisorGroupBDs at #connectedfusion2021 regarding the #jumpstart program. Great for advisors looking to expand their knowledge and grow their practice through training and learning!😃 #fusion2021

[Advanced Planning Educational Group, Inc. @APEG_inc]

APEG is proud to be a strategic partner with @AdvisorGroupBDs Jeffrey Hoenle, Ruth Raftery, Blayne Andersen, Members of APEG'S Leadership Team, have been busy presenting and discussing Financial Planning Jump Start - A New Program for Advisors.  #connectedfusion2021 #education

[Advanced Planning Educational Group, Inc. @APEG_inc]

#connectedfusion

[Advanced Planning Educational Group, Inc. @APEG_inc]

We’re excited for the next education session here at ConnectED with @AdvisorGroupBDs. APEG & Advisor Group will be discussing Financial Planning Jump Start - A New Program For Associates. We’re on at 11:20! #financialplanning #education #jumpstart

Wonderful conference!

[Advanced Planning Educational Group, Inc. @APEG_inc]

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!

[Advanced Planning Educational Group, Inc. @APEG_inc]

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

#SPSFamily #continuedlearning #financialplanning

[Advanced Planning Educational Group, Inc. @APEG_inc]

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.

[Advanced Planning Educational Group, Inc. @APEG_inc]

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.

[Advanced Planning Educational Group, Inc. @APEG_inc]

Monday 11/23 at 11 am est there will be a special Round Table for all APEG members. This was not on the original schedule so make sure to register. We going over a sample Tax Planning session using a real client scenario.

#taxplanning #financialadvisors #financialplanning