Schedule
Friday, October 13, 2023 @ Water's Edge Events Center
4687 Millennium Dr., Belcamp, MD 21017
Check in Begins: 12:30pm
Event from 12:30pm to 6:30pm
Don't miss dinner and music at 5pm! And stay for a brief update from Mark DiOrio with Brookstone, following dinner!
Please register for dinner if you plan to attend - thank you!
As always, if you are an Akers Financial Group client and are unsure which classes may benefit you, please call the office and one of our advisors can recommend classes for you.
Prepare to Win - Under 50 years old
Training Class 1
1pm Planning for Today with an Eye to the Future (Social Security) - Working out your plan
Sam Payne, RICP® – Asset and J. Paul Franco, M.B.A.
2pm The Future is Now – Investing for a Brighter Tomorrow - Beginning is the hardest workout
Eric Kruk, CFP® - Franklin Templeton
3pm Estate Planning 101 (Basic) - Foundation for the unexpected
Ashley Raut, Attorney – Bress Raut Law
4 pm Financial Life Planning – Achieve all your goals by starting early: Tax Free Income - Retiring Early - Roth / Life Insurance - Build your routine
J. Paul Franco, M.B.A.
Ready to Win - Are you ready to retire?
Training Class 2
1pm Investing for a Lifetime - Building your CORE
Mark DiOrio, CFA, CIO - Brookstone
2pm Estate Planning 101 (Basic) - Building your foundation
Ashley Raut, Attorney – Bress Raut Law
3pm Are You Ready to Retire? - Building your financial daily workout
Alex J. Monk, CFP®, Akers Financial Group
4pm The Hidden Costs of Aging - Being prepared
Eric Kruk, CFP® - Franklin Templeton
Keep Winning - In Retirement
Training Class 3
1pm Medicare – What you Need to Know - Office on Aging - Health Insurance boot camp for the 65 year old
Andrea Pomillia, Harford County Office on Aging
2pm Financial Independence / AFG Select Portfolios Update - Financial Fitness Class
Jeffery L. Akers, CFP®, Alex J. Monk, CFP® and Bernie McVey, M.B.A
3pm Investing Stocks - Dividend / Growth / Value - Exercise is good for you, so are stocks
Mark DiOrio, CFA, CIO – Brookstone Capital Mgmt
4pm Estate Planning 201 (Advanced) - Working out your Estate Flow
Kevin Bress, Attorney – Bress Raut Law
Intense Training: Ultra Wealth – Ideas to Maximize Wealth
Training Class 4
1pm Welcome to Akers Financial - Overview Proven Unique Financial Planning - Financially fit to be able to win throughout your retirement years
Brian A. Akers, CFP®, Akers Financial Group
2pm Core & Satellite Approach to Investing – Intelligent Financial Design - Building your Core
Mark DiOrio, CFA, CIO – Brookstone Capital Mgmt
3pm Advanced Trust and Estate Planning 401 - Achieving the results you desire
Kevin Bress, Attorney – Bress Raut Law
4pm Planned Giving - GENEROSITY - Living a balanced life of generosity
Brian A. Akers, CFP®, Akers Financial Group
Instructional Class - For Anyone
Training Class 5
2pm Black Diamond Instructional Class - How to class
David Good and Janet Anderson, Akers Financial Group
3pm Black Diamond Instructional Class - How to class
David Good and Janet Anderson, AFG
4 pm Is it Still a Seller's Housing Market, or is the Housing Market Going to Shift? - Getting Real with your real estate
Katie Rash – Berkshire & Hathaway
5 pM
Dinner / Music
AND....you won't want to miss a brief update from Mark DiOrio with Brookstone after dinner!
Please read the investment summary and prospectus, which can be obtained from your financial professional and should be read 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.”
Akers Financial Group offers securities through Arkadios Capital, a SIPC and FINRA member firm. Advisory services are provided through Arkadios Wealth. Akers Financial Group and Arkadios do not share any common ownership.