Wednesday, March 1, 2017
WHEN: Wednesday, March 1st, 2017 – 6:00 pm
WHERE: AEPG® Wealth Strategies
25 Independence Blvd, Suite 102
Warren, NJ 07059
Don’t miss this very robust presentation covering many different financial areas. The focus is on ‘looking under the hood’ and ‘behind the curtain’ into the hidden costs and provisions of many financial products and services. We will also address the most common pitfalls and gaps in personal planning that we see.
The presentation also includes new trends in 401(k)’s and pensions. There IS something for everyone.
Some of the topics to be covered include:
- Hidden corporate & Municipal bond commissions/mark-ups
- The new DOL Fiduciary Rules and the Broker Exemptions to placing the client first
- Variable mutual fund share classes & commissions
- Sales Relationship versus Fiduciary Relationship
- Why your pet dog can call him/herself a Financial Advisor
- Why 70% of 401-k plan audits result in fines
- New DOL 401-k rules & guidelines
- Stable Value fund traps
- Who are these new ROBO Advisors
- Looking under the hood of variable & index annuities & life insurance costs
- Fiduciary Warranty
Presentation by:
Steven W. Kaye, CFP®, ChFC, CLU, CEBS, RHU, AAMS, CRC, AIF®
President & Founder
AEPG® Wealth Strategies
Peter Hoglund, CFP®
Vice President, Financial Life Planning
AEPG® Wealth Strategies
Speaker Biographies
Steven W. Kaye, CFP®, ChFC, CLU, CEBS, RHU, AAMS, CRC, AIF®
President & Founder, AEPG® Wealth Strategies
A nationally recognized leader in Financial Planning, Steven presents regularly on maintaining Financial Wellness in your personal and business life. Under Steven’s strong leadership and expert guidance, AEPG has grown to become a respected leader in financial planning, wealth management, retirement solutions, and individual and group life and health insurance.
Peter Hoglund, CFP®
Vice President of Financial Life Planning, AEPG® Wealth Strategies
For nearly a decade, Peter has helped individuals and small businesses achieve their financial goals. Peter’s specialty is working with physicians and medical practices. By understanding their unique needs and the changing medical landscape, Peter enables doctors to do what they do best, and simplifies their lives by taking care of their financial planning and wealth management.
Agenda
The evening's agenda will include:
• 6:00 pm - 7:15 pm Appetizers & Open Networking
• 7:15 pm - 7:30 pm Introductions
• 7:30 pm - 8:45 pm Presentation and Q&A
• 8:45 pm - 9:00 pm Dessert and More Open Networking
Pricing
$ 10.00 for Supporting Member*
$ 20.00 for Supporting Member and Guest
$ 20.00 for Basic Member*
$ 25.00 for all other guests
* A SUPPORTING WCNJ MEMBER is: any Wharton or University of Penn alum who has an active WCNJ membership in one of the following categories:
- New Graduate (1st Year after Graduation) or Current Student
- Young Alum (between 1 and 5 years after Graduation)
- Standard 1-Year Member
- Standard 2-Year Member
- Dual WCNJ-Penn Metro Club of NJ Member
- Dual WCNJ-Wharton Health Care Management Alumni Association Member
* A BASIC WCNJ MEMBER is: any Wharton alum living or working in New Jersey who does NOT have an active WCNJ Supporting Membership as described above.
* Supporting Members are always welcome to invite a Basic Member (a Wharton or UPenn alum who has never attended an event before) as their guest for FREE. Contact Admin at [email protected] to register your guest.
By registering for this event, I give permission for WCNJ to use any photographs or videos of me taken at the event on its website, social media or in promotional materials without compensation. I understand that WCNJ or its members own the copyrights to all photographs and video taken at the event.
Location and Directions
AEPG® Wealth Strategies
25 Independence Blvd, Suite 102
Warren, NJ 07059
Directions
