Category: Uncategorized

Herold Law & AEPG Wealth Strategies Seminar

Herold Law & AEPG Wealth Strategies invites you to join us for breakfast, networking and a robust seminar on Wednesday, May 1st, 2019! You don’t want to miss this one of a kind event! As an attendee, you can earn valuable CPE Credits. There is no cost to attend. HOWEVER, due to limited space – […] Read More

How Much Do You Need to Retire?

How Much Do You Need to Retire Chris Schiffer, MBA, CFP®, CPA,  AIF® was quoted in the TheStreet article How Much Do You Need to Retire by Scott Van Voorhis that discusses among other retirement planning considerations, important elements in AEPG’s approach to retirement planning to ensure great outcomes.  AEPG spends a lot of time with clients discussing […] Read More

AEPG’s Chris Holland at the New York RIA Summit: “Managing Money in New York – Finding Your Niche”

Chris Holland, AEPG’s Senior Portfolio Manager and Vice President of Retirement Plan Solutions, had the honor of moderating and participating on a panel titled “Managing Money in New York – Finding Your Niche” at the New York RIA Summit in Midtown, New York on February 7th 2019.   Chris led a dynamic seminar with three other […] Read More

It is Time For All Contributions to Retirement Plans to be Treated Equally in New Jersey

Important Pending Legislation in New Jersey: Unlike the Federal Government and most other States, New Jersey does not allow participants to make pre-tax contributions to 403(b) and 457 plans as well as Health Savings Accounts (HSA), but proposed legislation would level the playing field for all retirement plans, correcting a disparity that impacts mostly teachers and not-for-profit employees. Read More

February 2018 Newsletter

♦    It’s tax season and with the passing of the Tax Cuts and Jobs Act there are new items to consider such as, “Is my House Worth Less After the Tax Law Change”? Peter Hoglund, CFP® breaks down what current homeowners can do to manage any potential changes.  ♦    Are you and your […] Read More