Phoenix, Arizona (PRWEB) September 08, 2014
Steven Kaye and Aldo Vultaggio of AEPG Wealth Strategies will be presenting speakers at this years ISCEBS Symposium in Phoenix, Arizona. They will be presenting the topic of "Evaluating and Recommending Bond and Stable-Value Funds for 401(k) Plans Ahead of a Rising Interest Rate Environment". Their segment will address how to:
- Identify the fixed income needs, concerns and objectives within retirement plans and discuss available options.
- Conduct proper due diligence on bond and stable-value funds.
- Design appropriate bond fund core investment option lineups.
Steven W. Kaye is President and Founder of AEPG Wealth Strategies, which provides comprehensive, holistic financial and estate planning, investment management, pension and employee benefits consulting for individuals and businesses. Steven is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the professional designations of Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Employee Benefits Specialist (CEBS), Registered Health Underwriter (RHU), Accredited Asset Management Specialist (AAMS), Certified Retirement Counselor (CRC), and Accredited Investment Fiduciary ® (AIF®). He earned a bachelor's degree in accounting from Rutgers University.
Aldo Vultaggio is a Chartered Financial Analyst (CFA). He earned an MBA in Finance and Accounting from Baruch College Zicklin School of Business and a Bachelor's degree in Engineering from Villanova University. Aldo is also a Certified Public Accountant (CPA).
About AEPG ® Wealth Strategies: http://www.aepg.com
For over 30 years, the clients of AEPG Wealth Strategies have benefited from personalized, comprehensive wealth management and financial advisory services. Our services to individuals, business owners, physicians and corporations include: Comprehensive Financial Planning, Investment Management, Individual Insurance, Group Insurance, 401(k), Retirement Plan Solutions, and Estate Planning.
To find out more about the 2014 ISCEBS Employee Benefits Symposium please visit:http://www.iscebs.org/