Broker Check

Expo Overview


 

Mark your calendars for our 2018 Retirement Planning Expo!

Friday, March 23, 2018!

1201 Technology Drive, Aberdeen, MD  21001

The Expo includes exhibitors, professional speakers and timely workshops, all featuring thought-provoking topics relating to your retirement. Workshops will help to educate you in areas of financial planning, taxes and many other wealth services you won’t want to miss!

Traditional retirement planning generally consisted of Social Security, a pension and personal savings. But for today’s retirees, the picture is quite different. The Expo workshops can help emerging retirees and current retirees understand changes, the best approach, the best way to guarantee your income and what part each component plays in the overall goal to make your money last a lifetime.

Click here to request more information


2017 Expo sponsors

Phillips Edison & Company

 

Please read the investment summary and prospectus, which can be obtained from your financial professional and should be read carefully before investing.

Real Estate Investment Trusts are a longer-term illiquid investment and may not be suitable for all investors. Vacancies can negatively impact income and capital gains potential. Investments in real estate may be affected by adverse economic conditions and regulatory changes. This is neither an offer nor a solicitation to purchase any products, which may be done only with a current prospectus. Investors should consider their investment objectives and risks, along with the product’s charges and expenses before investing. Please read the prospectus carefully before investing.

Guarantees based on the insurance company’s ability to pay and early withdrawal may cause a loss of principal due to withdrawal charges. Purchasers may experience fees and expenses, including withdrawal charges, market value adjustments, rider premiums, etc. which will affect contract values. Interest credits are based on a formula that takes into account the performance of an index. Purchasers are not investing in the index and will not experience the same returns as the index of a related index mutual fund. Purchasers will participate in only a state percentage of an increase in an index, as the annuity imposes a “cap rate.”

Kalos Capital, Inc. does not provide tax or legal advice. Please consult with your tax or legal advisor for such guidance. This material is provided courtesy of Akers Financial Group and contains general information to help you understand basic financial planning strategies. It refers to legal and tax consideration but is not meant to provide advice in this regard. Legal and tax advice should come from an attorney or tax advisor such as an accountant. The presenter, speaker and sponsor of this information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any government agency or organization.