Part 3 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® how to properly plan for the family vacation home.
Listen to Part 1 Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why? here
Listen to Part 2 Ep. 041: The Five Pillars of Financial Planning with APEG 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 [email protected] 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 [email protected]
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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 [email protected]