Introducing a 3 Part Series with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® to initially discuss the story behind APEG, how it came to be, the bold goal for success and APEG's WHY. Stay Tuned for next week for Part 2 with APEG.
Introducing a 3 Part Series with the co-founders of APEG, Jeffrey Hoenle, CFP®, CRPC®, AEP® and Ruth Flynn Raftery, JD, CPA, AEP® to initially discuss the story behind APEG, how it came to be, the bold goal for success and APEG's WHY.
Stay Tuned for next week for Part 2 with APEG.
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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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