Broker Check

2019 Expo Schedule

Friday, April 5, 2019 @ Water's Edge Events Center
 4687 Millennium Dr., Belcamp, MD  21017

Registration Begins: 12:00 p.m.


Session 1 @ 1:00 pm

Class 1:

Our Priority - The Performance of Your Investments (REITS)

Saul Dougherty, Sr. Director, Capital Markets – Cottonwood Residential


Class 2:

Retirement and Factors That Can Derail It

Bill Streiff – Allianz Life Insurance Co. of North America


Class 3:

Medicare Checkup

Andrea Pomillia - Harford County Office on Aging


Class 4:

Financial Benefits of Pre-Planning - Veterans Benefits

Casey Lynch, Funeral Director - Evans Funeral Chapel


Session 2 @ 2:00 pm

Class 1:

Estate Planning with a Living Trust & IRA Inheritance Trust

Mark Perkins, Principal Attorney – Perkins & Zayed


Class 2:

The Wildermuth Endowment Fund

Daniel Wildermuth, Co-Founder & CEO, Wildermuth Advisory, LLC


Class 3:

Protect Your Wealth (Insurance)

Jesse Cunningham, V,  Owner - Mountain View Insurance Solutions


Class 4:

Eight Simple Steps for Getting Your Home SOLD in Today's Market!

George & Katie Rash, Realtors – Long & Foster Real Estate, Inc.  
 

 


Session 3 @ 3:00 pm

Class 1:

Generating Income Through Private Credit Investing (Debt Investing for Income)

Ryan Farrell, VP - Owl Rock
  

Class 2:

Portfolios (Portfolio Manager)

Mark DiOrio,CFA, CIO – Brookstone Capital Management

 

Class 3:

Emotions, Expectations and Economics (Mutual Funds)

J. Scott Rogers, VP & Sr. Advisor Consultant – Franklin Templeton
 

Class 4:

How Will You Handle Long Term Care for Your Family?

Sam Payne, RICP(R), CLTC, NSSA - Asset Marketing Systems 
 

 


Session 4 @ 4:00 pm

Class 1:

Estate Planning with a Living Trust & IRA Inheritance Trust

Mark Perkins, Principal Attorney – Perkins & Zayed


Class 2:

Wildermuth Asset Management Accounts

Daniel Wildermuth, Co-Founder & CEO of Kalos Financial


Class 3:

Designing a Plan to Help You Into and Through Retirement -

How We Do It at Akers Financial

Brian A. Akers, CFP(r), Financial Planning Advisor - Akers Financial Group


Class 4:

Ireland – Your Celtic Story Starts Here 

Carole Novak, Vacation Specialist – Dream Vacations
 

 


Seminar Break: 5:00 pm – 6:00 pm

Music / Social Hour / Hors d'oevres / Visit Vendor Tables / Intro to AFG staff


Session 5 @ 6:00 pm

Class 1:

Market Outlook - Investing in 2019 

Mark DiOrio, CFA, CIO – Brookstone Capital Management

 



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.