Part 2 of the 3 Part APEG Series: Scott sat down with with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® and discuss the Five Pillars of Financial Planning with APEG and how their organization takes a unique approach to better serve clients.
Part 2 of the 3 Part APEG Series: Scott sat down with with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® and discuss the Five Pillars of Financial Planning with APEG and how their organization takes a unique approach to better serve clients.
Stay Tuned for next week for Part 3 with APEG.
Listen to Part 1 Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why? here
Listen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® here
Listen to Ruth's Ep. 039: Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP here
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For more on APEG click here
For more information on APEG, email info@apegcommunity.com or call 800-568-2444
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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com