APEG's Seminar-in-a-Box Series
Elevate your practice and reclaim your most valuable asset—time—with APEG’s new Seminar in a Box series. We have transformed our most sought-after technical content into a turnkey, white-labeled solution designed specifically for client-facing presentations. By leveraging this "plug-and-play" package, you bypass nearly 100 hours of grueling research and design work. Instead of building slide decks from scratch, you receive a visually stunning, factually rigorous presentation complete with comprehensive speaker notes. These notes provide the deep-dive context necessary to field spontaneous questions with total confidence, ensuring you show up as the undisputed expert in the room.
This package goes far beyond a simple slide deck; it is a full-spectrum masterclass in event execution. To ensure your delivery is flawless, we’ve included a mock-event video featuring the developer’s pacing and tone, the original advisor-only technical webinar, and a bonus "Best Practices" 30-minute video for hosting high-impact events both virtually and in person. Whether your goal is to foster a "referral-friendly" environment for existing clients or to break into new markets via dinner seminars, this toolkit handles the heavy lifting. From marketing collateral to strategic messaging, everything is engineered to help you deepen your "wallet share" and build lasting new relationships without the administrative burnout.
Navigating the One Big Beautiful Bill Act
Prepare your clients for the most significant shift in the financial landscape this decade with our focused seminar, "Navigating the One Big Beautiful Bill." On July 4, 2025, a landmark 800-page piece of legislation was signed into law, fundamentally altering tax codes, retirement incentives, and family savings vehicles. APEG has meticulously dissected this massive bill to filter out the noise and focus exclusively on the "Mainstreet" provisions that matter most to your clients. From the permanent extension of favorable tax brackets to the introduction of "Trump Accounts" for children and new deductions for auto loan interest and seniors, this 50-minute presentation breaks down complex legislative jargon into clear, actionable insights.
Designed for maximum flexibility, this turnkey package equips you to host a high-impact event whether you are meeting in a local boardroom or a virtual webinar room. You won’t just be presenting facts; you’ll be providing a roadmap for tax efficiency. The package includes a comprehensive 13-page set of supporting notes and a "Quick Reference Chart" to help you navigate the bill's nuances during the Q&A session. By highlighting specific planning opportunities—such as maximizing the expanded Child Tax Credit or leveraging new deductions for tips and overtime—you position yourself as the proactive advisor your clients need to navigate this "once-in-a-generation" legislative shift.
Purchase Content for $495
The 4:00 AM Call: Planning for an Aging Family Member
Break through the noise of a market saturated with Social Security seminars and "Income for Life" pitches with our latest offering, "The 4:00 AM Call: Planning for an Aging Family Member." Many clients over 50 have grown numb to standard retirement scripts, yet they remain deeply concerned about the one thing they haven't planned for: the sudden health crisis or fall that changes everything. This seminar moves beyond the typical spreadsheets to address the emotional and logistical reality of caregiving. By focusing on the "crisis point"—that late-night phone call—you provide a unique value proposition that resonates with the immediate fears and responsibilities of the "Sandwich Generation" and their aging parents.
This comprehensive 90-minute event is designed to open a vital family dialogue, covering the essential intersection of estate planning, tax strategies, and long-term care funding. The "Seminar in a Box" provides a beautifully crafted slide deck and detailed speaker notes, along with high-impact promotional content to ensure a full room. It serves as a powerful catalyst for multi-generational planning: invite elderly clients to bring their adult children to ensure a unified front, or encourage middle-aged clients to attend with their siblings and parents to pre-empt future friction. By facilitating these difficult conversations now, you transition from being a simple investment manager to a trusted family counselor, securing your role across generations while addressing the tax and legal complexities of aging.
Purchase Course for $995
Coming this May!
Financial Planning for the Family Vacation Home
Questions & Support - 800-568-2444 or info@apegcommunity.com
