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Friday, March 23, 2018 @ Water's Edge Events Center
 4687 Millennium Dr., Belcamp, MD  21017

Registration Begins: 12:00 p.m.


Session 1: 1:00 pm

Class 1:

Bill Streiff – Allianz Life Financial Services, LLC
Three factors that Can Impact a Client’s Retirement

Class 2:

Craig Arsenault - Griffin Capital Securities, Inc.
Investing in America’s Largest and Fastest Growing Industry

Class 3:

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

Class 4:

Jeffery L. Akers, Akers Financial Group
Medicare & Health Care…..in Retirement


Session 2: 2:00 pm

Class 1:

Bernie McVey, M.B.A & Alex Monk, CFP®, Advisors – Akers Financial Group
AFG Select Portfolios

Class 2:

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

Class 3:

Sam Payne – Investment Advisor Rep – Asset
Social Security in an Ever Changing Environment

Class 4:

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


Session 3: 3:00 pm

Class 1:

J. Scott Rogers, VP & Sr. Advisor Consultant – Franklin Templeton
Six Barriers to Investment Success: Uncovering Your Behavioral

Class 2:

Mark Perkins, Principal Attorney – Perkins & Zayed
Estate Planning with a Living Trust & IRA Inheritance Trust

Class 3:

Daniel Wildermuth, Co-Founder & CEO of Kalos Financial
The Wildermuth Endowment Fund

Class 4:

Carole Novak, Vacation Specialist – Dream Vacations
Wandering River’s, which River Cruise Itinerary is for you?


Session 4: 4:00 pm

Class 1:

Brian A. Akers, CFP(r), Financial Planning Advisor - Akers Financial Group
Discover Your Financial Fingerprint - Make Your Money Last a Lifetime

Class 2:

Joe Conville – Regional Director - W.E. Donoghue
A Tactical Dividend Strategy for Today’s Low Yield World

Class 3:

Daniel Wildermuth, Co-Founder & CEO of Kalos Financial
Wildermuth Advisory Management Accounts

Class 4:

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

 


Seminar Break: 5:00 pm – 6:15pm

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


Session 5: 6:15 pm

Class 2:

Brian A. Akers, CFP(r), Financial Planning Advisor - Akers Financial Group
New Tax Law and Retirement

Register for Classes Below



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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.