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Axtella Classic Membership
An Axtella Community Committed to Financial Planning
87 Course Bundle
$1,495
Advisor Essentials for Woodbury Financial Services
Building a Competitive Advantage through Knowledge
92 Course Bundle
$35/month
Osaic Jump Start - Cohort 6
October, 2023 Cohort
Contact Us 800-568-2444 Contact Us 800-568-2444
$2,750
Understanding Veteran’s Benefits
November 15, 2023
Contact Us 800-568-2444 Contact Us 800-568-2444
Tax Planning with Holistiplan
November 1, 2023
Emily Joles, CFP®, EA Emily Joles, CFP®, EA
The Intersection of Estate and Elder Care Planning:
October 26, 2023
Elizabeth Forspan, Esquire Elizabeth Forspan, Esquire
APEG Foundations of Financial Planning
A 24-Contact Hour, On-Demand Course
Foundations Team Foundations Team
$795
Financial Strategies to Pay for College & the Strategic Use of Student Loans
September 27, 2023
Cozette (Cozy) Wittman Cozette (Cozy) Wittman
Student Loan Repayments Start in October Are your clients ready?.....Are you ready?
September 13, 2023
Alexus Rogers Alexus Rogers
Digital Asset Estate Planning
August 23, 2023
James G. Burnes, Esquire James G. Burnes, Esquire
Almost Everyone Wants Protected Income, But Few Buy It.  Why?
August 9, 2023
Scott Stolz, CFP®, RICP® Scott Stolz, CFP®, RICP®
Financial Planning with Reverse Mortgages
July, 26 2023
Alexus Rogers Alexus Rogers
Declining Mental Capacity and How It Affects Estate Plans
July 18, 2023
Judith Pearson Judith Pearson
Late-Stage College Planning
June 21, 2023
Cozette (Cozy) Wittman Cozette (Cozy) Wittman
The Prior Year Tax Return Says A Lot!
June, 14, 2023
James R. Sommerville, CPA, PLLC James R. Sommerville, CPA, PLLC
Revocable Trusts and Planning for Incapacity
May 24, 2023
Michelle R. Diamond Michelle R. Diamond
4 Strategies for Maximizing Life Insurance Value for Planning
May 10, 2023
Jamie L. Mendelsohn Jamie L. Mendelsohn
Your Client’s Largest Asset May be Hiding in Plain Sight
April 19, 2023
Martha Shedden, RSSA, CRCP Martha Shedden, RSSA, CRCP
Taxation of Non-Qualified Annuities-Tips, Traps, and Strategies
April 5, 2023
Joel A. Koeniguer, CLU®, ChFC® Joel A. Koeniguer, CLU®, ChFC®
Beneficiary Planning with SECURE 
March 28, 2023
Jeffrey Richard Hoenle Jeffrey Richard Hoenle
Five Things Every Financial Advisor MUST Know About Medicare 
March 22, 2023
Melinda A. Caughill, CSA Melinda A. Caughill, CSA
$79
Trusts and the Great Wealth Transfer
March 8, 2023
Michelle R. Diamond Michelle R. Diamond
401(k) Landscape - What Professionals Advising Business Owners Need to Know
February 15, 2023
Rickie Taylor Rickie Taylor
Planning under SECURE 2.0
January 25, 2023
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Special Event: Let Planning Be YOUR Competitive Edge
January 18, 2023
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Financial Planning: It’s Not Just a Math Job…
January 11, 2023
Jeff Sietstra, BFA™ Jeff Sietstra, BFA™
Be the Planner your Clients Need you to Be
December 14, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Power of the “Defective” Grantor Trust
December 7, 2022
Brian E. Raftery Esq. Brian E. Raftery Esq.
The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan
November 22, 2022
Gregg R. Fortune, CFP, CFS, AEP, ChFC Gregg R. Fortune, CFP, CFS, AEP, ChFC
Year End Tax Planning Strategies: Helping Your Clients Make a Difference in Determining their 2022 Tax Liability!
November 7, 2022
Jeff Rattiner, CPA, CFP®, MBA Jeff Rattiner, CPA, CFP®, MBA
Maximizing Your Clients’ Employee Benefits
October 12, 2022
Liza J. Hecht, Esquire Liza J. Hecht, Esquire
Helping Your Clients with Estate Planning
October 5, 2022
Leah Del Percio, Esquire Leah Del Percio, Esquire
The SECURE Act & New Proposed IRS Regulations
September 28, 2022
Jay Kautt, JD Jay Kautt, JD
Maximizing the 3 Buckets of Revenue
September 8, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Best practices for working with clients using Artificial Reproductive Technology
August 10, 2022
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Social Security Income Planning, how to Maximize Your Clients Benefits
August 3, 2022
Martha Shedden, RSSA, CRCP Martha Shedden, RSSA, CRCP