Community Resources
It takes a village to support your comprehensive planning efforts - so at APEG, we partner with Companies that can help!
Check out the services and special offers for APEG Members & check back often as this list continues to evolve.
ALL INDIVIDUALS AND/OR FIRMS LISTED AS COMMUNITY RESOURCE PARTNERS, UNLESS OTHERWISE NOTED, ARE INDEPENDENT FROM ADVANCED PLANNING EDUCATIONAL GROUP, INC. (APEG). APEG MAKES NO WARRANTY OF THEIR INDEPENDENT SERVICES NOR DOES IT CERTIFY THEIR QUALIFICATIONS OR PROFESSIONAL COMPETENCE. APEG DOES NOT OFFER LEGAL, TAX OR FINANCIAL ADVICE. VIEWS AND OPINIONS EXPRESSED BY THESE PROFESSIONALS AND FIRMS MAY NOT NECESSARILY REFLECT THE VIEWS OF APEG, ITS EMPLOYEES, OFFICERS OR SHAREHOLDERS.
Technology Partners
Let's face it, these days, Financial Professionals need to leverage technology....
Planning Tools, Practice Management and Marketing Resources
Advisor Controls (AC) offers a solution to advisors who prefer an easy interface experience to enter client data and deliver a plan. AC walks the client down a fiduciary path using visuals (buckets, graphs, etc.) that captivate and move clients through the sales cycle faster. AC is a solution that advisors can adopt and use routinely in their practice to avoid time consuming modules that can intimidate advisors.
Bottom line, it's not just a planning tool, it's an entire "fiduciary in a box" providing a path to a repeatable process that is proven to build a more productive and compliant advisor.
CLICK HERE to preview Advisor Controls
Contact Advisor Controls at (908) 505-8225, [email protected] or visit their website at advisorcontrols.com.
Tax Planning Software
Holistiplan helps advisors scale the process of tax planning so they can become both more comprehensive and efficient. Upload a tax return and create customized, white labeled tax reports with relevant observations in just seconds. The same OCR technology also pre-fills a scenario analysis screen allowing advisors to immediately identify key income breakpoints for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more.
Contact Holistiplan at [email protected], or via their website at holistiplan.com
*APEG Members receive a 10% discount on Premium plans. Use code "apeg10" during your 7 day free trial).
Comprehensive Planning Software
Right Capital provides planning software featuring a wide variety of planning analysis including retirement, insurance, estate and tax plan using a Monte Carlo scenario generator to support Comprehensive Financial Planning.
Contact RightCapital at (888) 982-9596, Opt. 1, [email protected], or via their website at rightcapital.com.
*APEG Members receive a 20% discount on an annual subscription or 10% off a monthly subscription. (Mention your affiliation with APEG to receive your special pricing.)
Planning Support
Financial Professionals can't do it all themselves. They need people behind the scenes to help them best serve their clients.
Annuity, Life Insurance and Long-Term Care Support
Comprehensive planners that include insurance products in their recommendations shouldn't have to go at it alone. Product features, benefits and pricing can vary dramatically from carrier-to-carrier and sorting out the details can be time consuming and exhausting.
Producers Choice Network and their team of Regional Directors can simplify the process by helping a planner develop a suite of insurance product recommendations that will compliment any financial plan.
Their back-office support will accelerate the contracting and application process and insure that planners can stay focused on their clients.
Contact Producers Choice Network at (800) 238-0448 or visit their website at producerschoicenetwork.com.
Educational Partners
At APEG, we are all about helping life-long learners keep getting better.
Certified Financial Planner™ Curriculum
Financial planners committed to their craft will often pursue a professional designation to enhance the value they provide to their clients. The most recognized financial planning designation is the Certified Financial Planner™ designation.
To earn the rights to use this designation, most candidates must complete a rigorous educational curriculum including coursework in estate, tax, insurance, retirement and income planning.
At APEG, we partner with Oakland University to offer an 11 month practical curriculum that meets the educational requirement to sit for the CFP® Exam.
Contact the Program Director, Shar Banks, CFP®, ChFC® [email protected] for additional information.
*APEG Members receive a substantial discount on the cost of the program.
Certificate in Blockchain and Digital Assets®
The Certificate in Blockchain and Digital Assets® was designed by leading financial advisors. It’s the only course of its kind tailored to advisors like you. You'll understand the tech and why it’s so transformative for commerce on a global basis. Most of all, you’ll discover the investment options available in blockchain and digital assets, and learn how to incorporate this new asset class into your practice management – including the regulatory, compliance and tax issues associated with these investments.
By completing this course, you'll become proficient in blockchain and digital assets – and you'll be showing your clients your commitment to staying current on the latest developments in the investment management field.
Gain the knowledge you need about bitcoin so you can serve your clients' best interests!
*APEG Members and Subscribers are entitled to a 20% discount!
Phone: (703) 831-2240 Email: [email protected]
RSSA® Social Security Income Planning
The demand for Social Security advice is unprecedented, and the RSSA® credential is the standard of excellence in Social Security advisory and planning. As a Registered Social Security Analyst®, you will help clients potentially gain tens or hundreds of thousands of dollars in incremental Social Security income.
The RSSA® program is the only Social Security education program with software training, created for advisors who want to take a deeper dive into the nuances of Social Security. After completing the program and passing the national RSSA® Competency final exam, advisors are well positioned to help existing and prospective clients with their Social Security planning needs. The program is approved by the IRS, NASBA, and CFP Board for CE credits. This course will teach you everything you need to know about offering expert Social Security advisory services.
APEG Members will receive a $300 discount on the program. Enroll now and use promo code APEG300 at checkout.
Contact the Program Director, Ann Rinaldi at 631-334-3217, [email protected] or visit NARSSA.org.
Client Support Partners
When your clients need resources for special situations, we've got you covered.
Alternative Investments
Hillson Consulting is a boutique investment consultancy founded by financial services entrepreneur Richard Hillson.
The Company seeks to help independent advisors improve their product offerings, predominantly through alternative investments, to help generate optimal portfolio diversification while driving alpha.
They empower you to differentiate from competitors through our three pillars approach:
- Education
- Access
- Bandwidth Support
Contact Hillson Consulting at [email protected] or visit hillsonconsulting.com.
Art Advisory and Management, LLC
Butera Art Advisory and Management, LLC (BAAM) is a full service art appraisal and advisory firm that assists clients with appraisals, sales advice (both auction and private), collection management and logistics. BAAM has specialists in all areas of fine and decorative art, jewelry, classic cars and motorcycles, fine and rare wine and spirits, books and manuscripts, design, stamps, coins, and other collectibles and personal property.
BAAM’s principals and specialists have over forty years of experience advising and assisting clients in navigating the complexities of the international art market. While advising clients nationally and internationally, BAAM is headquartered in New York City with an office in Summit, NJ and representatives across the United States and Europe.
Contact Butera Art Advisory and Management at (908) 591-5023, [email protected] or visit them at buteraartadvisory.com.
Business Valuations
AltaView was founded by a team of seasoned valuation professionals that offer a unique combination of large firm expertise and boutique firm specialization and service. Our primary mission is to consistently provide:
- Best-in-class valuation services performed by highly experienced professionals
- Custom research and analyses tailored to our clients’ unique circumstances
- Focused senior-level attention, availability, and responsiveness
- Defensible reports that are thorough yet comprehensible
- Superior products and services at a fair cost
- Timely results exceed our clients’ expectations
Contact AltaView Advisors at (972) 698-5830, [email protected] or visit them at altaviewadvisors.com.
Disclosure: Ruth Raftery, APEG's President is a contracted Business Consultant with AltaView Advisors..
College Planning - College Inside Track
College Inside Track works with families to find right fit colleges for their kids. We assure the schools fit the academic goals of the student, the right culture and social experience the student is looking for and align with the family plan for paying for college. Families get individual work on their college list, essays, applications and financial forms, but also coaching around what needs to be done to increase the likelihood of acceptance and scholarship dollars. Here is a video that explains more!
Every family referred by an APEG advisor will receive a free hour consultation. This consultation will help families understand what steps to take next to do a better college search. It will cover building a great college resume, creating unique criteria to assure families are finding the best schools for their students and includes a timeline of what should happen and when. Families will better understand how to increase acceptance and where to find scholarship dollars.
To learn more, please contact Cozy Wittman - [email protected] or 612-850-5729.
Financial Literacy Course
Money Vehicle helps students and young professionals begin their financial journey. Through entertaining and engaging content developed by former NFL player and Certified Financial Planner®, Jedidiah Collins, the course walks through the first 10 questions and actions one will need to take to begin driving to financial freedom.
The Money Vehicle mission is to empower people to U.S.E. money! Teaching them how to Understand their money, build a Strategy for their money, and be Efficient with their money.
Education is a vital first step in the process, but we will fall short of our mission if we do not provide people with the confidence to act upon the principles they will learn. This knowledge will allow you to begin driving your Money Vehicle to financial freedom!
Contact Money Vehicle at (509) 336-9166, [email protected] or your-money-vehicle.teachable.com.
Life Settlements & Policy Valuations
Through relationships built on a foundation of mutual trust, Ashar Group provides their expertise to financial professionals and fiduciaries who share their values and are dedicated to protecting the best interests of their clients.
Ashar is nationally licensed with a fiduciary duty to represent the policy owner. They do not sell life insurance, manage assets, or purchase policies. There are no conflicts of interest with their partners. Their only interest is your best interest.
Ashar's secure proprietary policy auction platform forces competition among the nations top institutional life settlement buyers – resulting in multiple bids and ultimately the highest possible offer to the policy owner.
Ashar has built a team of passionate professionals, certified valuation analysts, and in-house longevity experts with the knowledge to perform responsible price discovery designed to determine the best path for each client's planning engagement.
Contact Ashar (800) 384-8080 or visit ashargroup.com.
Special Needs Planning Support
Hope Trust Company is the first and only comprehensive, holistic solution that addresses the unique and ever-evolving needs of loved ones with special needs. Hope Trust provides:
- Expert trust and care planning services
- 24/7/365 access to skilled care coordinators and fiduciary services
- Instant access to products and services, whenever and wherever needed, in accordance with a detailed life care plan – all delivered with respect and empathy.
Contact Hope Trust at (833) 467-3878, [email protected] or visit hopetrust.com.
Practice & Personal Development
Because sometimes we all need help growing ourselves and our businesses...
Communication Support
PurposePoint's Mission is to help individuals and organizations fulfill their purpose.
PurposePoint is a professional development organization helping individuals and organizations across the world identify and communicate their purpose. They provide access to impactful communication experts, speakers, coaches, training programs and more.
Contact PurposePoint at (248) 536-4647, [email protected] or visit purposepoint.com.
Partner Organizations
We love working with organizations that share our mission to help Financial Professionals, LEARN, SHARE, & GROW!
Females & Finance
A Private Membership Community for Women Working in Financial Services...and the Male Allies Who Champion Them.
Females and Finance provides a place for like-minded financial services professionals to share valuable insights, have engaging discussions and establish key connections. Our categories cover a wide variety of cutting-edge topics, keeping the pulse on today’s business world.
APEG Co-Founder Ruth Raftery is a Member and Co-Founder, Jeffrey Hoenle is a Male Ally in the Females & Finance group.
Contact Females & Finance at femalesandfinance.com.
Questions & Support (800) 568-2444 or [email protected]
