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? hereListen to Jeff's Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP® hereListen to Ruth's Ep. 039: Learn From An Optimized Advisor: Ruth Raftery, JD, CPA, AEP hereConnect with Scott on LinkedInConnect with Jeff on LinkedInConnect with Ruth on LinkedInFor more on The Optimized Advisor Podcast click here  For more on APEG click hereFor more information on APEG, email [email protected] or call 800-568-2444Follow us on LinkedInFollow us on InstagramFollow us on Facebook**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]
**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] Optimized Insurance Planning 

Ver todos los episodios