2019 Expo Speakers
President and Founder | Financial Planning Advisor
Brian A. Akers, CFP®, President and Founder of Akers Financial Group, has more than 30 years of experience in the financial services industry. With a determined vision, his organization is built on the premise of serving clients
Senior Director, Capital Markets | CW Market Groups
Licensed Funeral Director | Evans Funeral Chapel
Investment Advisor Representative | Asset Marketing Systems
Realtor | Long & Foster Real Estate, Inc.
Senior Real Estate Specialist | Long & Foster Real Estate, Inc.
Vice President, Senior Advisor Consultant | Franklin Templeton
Co-Founder & Chief Executive Officer | Kalos Financial
Daniel is a seasoned 25+ year veteran of the financial services industry. He currently serves as the CEO of Kalos Financial, the firm he and Carol Wildermuth founded in 2004. In his role as CEO, Daniel spearheads the strategic...
Principal Attorney, Perkins & Zayed
Cheif Investment Officer, Brookstone Capital Management
Mark DiOrioCFA, Chief Investment Officer, Brookstone Capital Management Mark W. DiOrio, CFA, is the Chief Investment Officer of Brookstone Capital Management. In his role, he leads the firm’s investment committee and drives the...
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.