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 – we recommend you REGISTER NOW as seats will fill up fast.


AGENDA


8:30AM Registration, Breakfast & Networking

9:00AM New Jersey’s Uniform Trust Code: The Departed No Longer Rule from the Grave

Featured Speakers:  Joseph Leomond, J.D., LL.M & Craig Provorny, J.D. of Herold Law Professional Association

  • New Modification Provisions for Irrevocable Trusts – Your Irrevocable Trust Can Now Be Changed Without Your Consent
  • Trust and Will Concerns When You Relocate
  • Significant New and Additional Obligations and Potential Liabilities for Existing Trustees
  • New Rules Regarding a Beneficiary’s Right to Demand Trust Information
  • New Provisions Limiting Trustee Liability

9:30AM What the Brokers DON’T WANT YOU TO KNOW

Featured Speaker: Steven W. Kaye, CFP®, CLU, ChFC, RHU, CEBS, AAMS, CRC, AIF®

Don’t miss this 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, No Load Life Insurance & Annuities, Risk Adjusted Returns

10:00AM Seminar Concludes