APEG's Seminar-in-a-Box Series
Elevate your practice and reclaim your most valuable asset—time—with APEG’s new Seminar in a Box series. We have transformed our most sought-after technical content into a turnkey, white-labeled solution designed specifically for client-facing presentations. By leveraging this "plug-and-play" package, you bypass nearly 100 hours of grueling research and design work. Instead of building slide decks from scratch, you receive a visually stunning, factually rigorous presentation complete with comprehensive speaker notes. These notes provide the deep-dive context necessary to field spontaneous questions with total confidence, ensuring you show up as the undisputed expert in the room.
This package goes far beyond a simple slide deck; it is a full-spectrum masterclass in event execution. To ensure your delivery is flawless, we’ve included a mock-event video featuring the developer’s pacing and tone, the original advisor-only technical webinar, and a bonus "Best Practices" 30-minute video for hosting high-impact events both virtually and in person. Whether your goal is to foster a "referral-friendly" environment for existing clients or to break into new markets via dinner seminars, this toolkit handles the heavy lifting. From marketing collateral to strategic messaging, everything is engineered to help you deepen your "wallet share" and build lasting new relationships without the administrative burnout.
Navigating the One Big Beautiful Bill Act
Prepare your clients for the most significant shift in the financial landscape this decade with our focused seminar, "Navigating the One Big Beautiful Bill." On July 4, 2025, a landmark 800-page piece of legislation was signed into law, fundamentally altering tax codes, retirement incentives, and family savings vehicles. APEG has meticulously dissected this massive bill to filter out the noise and focus exclusively on the "Mainstreet" provisions that matter most to your clients. From the permanent extension of favorable tax brackets to the introduction of "Trump Accounts" for children and new deductions for auto loan interest and seniors, this 50-minute presentation breaks down complex legislative jargon into clear, actionable insights.
The 4:00 AM Call: Planning for an Aging Family Member
Break through the noise of a market saturated with Social Security seminars and "Income for Life" pitches with our latest offering, "The 4:00 AM Call: Planning for an Aging Family Member." Many clients over 50 have grown numb to standard retirement scripts, yet they remain deeply concerned about the one thing they haven't planned for: the sudden health crisis or fall that changes everything. This seminar moves beyond the typical spreadsheets to address the emotional and logistical reality of caregiving. By focusing on the "crisis point"—that late-night phone call—you provide a unique value proposition that resonates with the immediate fears and responsibilities of the "Sandwich Generation" and their aging parents.