Advanced Planning Educational Group, Inc. Information

Advanced Planning Educational Group, Inc. (APEG) provides education and resources to support Financial Professionals in all aspects of Comprehensive Financial Planning. Whether you’ve been in the financial industry for five months or fifty years, APEG can help you as you navigate the road to Comprehensive Financial Planning. We work with financial advisors, insurance professionals, accountants, and attorneys providing educational content, financial planning tools, and community resources you can count on. Our members use our resources and community to: •Learn and grow at their start •Discover a meaningful, life-long career •Monetize their knowledge •Expand their services •Grow their practices •Build succession plans •Gain support from peers and others in their industry •Demonstrate their value •Plug into established training programs to train and motivate their employees •Continue to learn and stay current With these goals in mind, we provide education and resources to help Financial Institutions attract, develop, and retain their people and at the same time help individual Financial Professionals attract, develop, and retain their target clients. As the financial industry evolves, many companies rely on artificial intelligence and tech-based solutions to get them through. But at APEG, we advocate for more personal relationships and human connections. We believe that getting to know your clients, understanding their needs, and being able to address a wide range of topics that are important to the client will set you apart from the crowd. At APEG, we work with you toward the ultimate goal of improving the lives of the clients we serve. Our company was established by planners, for planners, and continually evolves to meet the ever-changing needs in the marketplace. Contact us at (800) 568-2444 to learn more about how APEG can support you and your firm on the road to Comprehensive Financial Planning.