Broker Check

Expo Schedule

Friday, April 28, 2017 @ the University Center
1201 Technology Drive, Aberdeen, MD 21001

Registration Begins: 12:00 p.m.


Session 1: 1:00 pm

Classroom 130:

Dean Zayed, CEO – Brookstone Capital Management
Risk-Managed Investment Solutions

Classroom 138:

Carole Novak, Vacation Specialist – Dream Vacations
Alaska by Land or by Sea, Exploring the Choices

Classroom 201:

Sam Payne – Investment Advisor Rep – Asset
Social Security Puzzle

Classroom 205:

Mark Addy, President & Chief Operating Officer - Phillips Edison
Grocery Center REITs UpdateAccredited Investors ONLY


Session 2: 2:00 pm

Classroom 130:

Bernie McVey, M.B.A & Alex Monk, CFP® – Akers Financial Group
Customized Asset Portfolio

Classroom 137:

Samuel Byram, Regional VP - Griffin Capital Securities, Inc.
Five Critical Components for Successful REIT Investing

Classroom 138:

Casey Lynch, Funeral Director - Evans Funeral Chapel
Pre-Planning – Discover the Many Financial Benefits / Veterans Benefits

Classroom 201:

Sam Payne, Investment Advisor Rep – Asset
The Truth about Annuities


Session 3: 3:00 pm

Classroom 130:

Jeffery L. Akers, Akers Financial Group
Health Insurance & Planning for Medicare in Retirement

Classroom 137:

J. Scott Rogers, VP & Sr. Advisor Consultant – Franklin Templeton
Beyond The Benchmarks - A Closer Look at Indexing

Classroom 138:

George & Katie Rash, Realtors – Long & Foster Real Estate, Inc.
Got The Itch To Move? ...Learn how to get your home SOLD in today's Housing Market

Classroom 201:

James Pritchard, Partner & Division VP – W.E. Donoghue
Protecting your Capital: The Most Important Aspect of Money Management

Classroom 205:

Bill Streiff – Allianz Life Financial Services, LLC
How Annuities can Help with Retirement Expenses


Session 4: 4:00 pm

Classroom 137:

Saul Dougherty, Sr. Director, Capital Markets – Cottonwood Residential
Where are you in the Capital Stack? - Accredited Investors ONLY

Classroom 138:

Casey Lynch, Funeral Director - Evans Funeral Chapel
Pre-Planning – Discover the Many Financial Benefits / Veterans Benefits

Classroom 201:

Dean Zayed, CEO - Brookstone Capital Management
Risk-Managed Investment Solutions

Classroom 204:

Carole Novak, Vacation Specialist – Dream Vacations
Discover your Favorite Travel Style ~ Many Options to Explore!

Classroom 205:

Brian A. Akers, CFP® – Akers Financial Group
Intro to Akers Financial Group


Seminar Break: 5:00 pm – 6:15pm

Music / Social Hour / Hors d'oevres / Visit Vendor Tables


5:15 pm

Classroom 130:

Brian to introduce Akers Financial Group staff in classroom 130


Session 5: 6:15 pm

Classroom 201:

Daniel Wildermuth, Co-Founder & CEO of Kalos Financial
Asset Management / The Wildermuth Fund

Classroom 205:

Daniel Wildermuth, Co-Founder & CEO of Kalos Financial
Live Video Feed - Asset Management / The Wildermuth Fund


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 area 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.