Akers Financial Forum 2026

Join us for a day of learning, connection, and fun.

Insights. Education. Connection

Join us on Friday, September 11, 2026, for an afternoon of retirement planning workshops, specialized financial education, technology demonstrations, and lifestyle-focused sessions designed to help you make informed decisions about your future.

Whether you're preparing for retirement, already retired, or simply looking to stay informed, you'll have the opportunity to build your own experience by choosing from multiple educational tracks led by Brian Akers, the Akers Financial Group team, and trusted industry professionals.

Join us on Friday, September 11, 2026

Water's Edge Events Center
4687 Millennium Drive, Belcamp, MD

Check-In Begins at 12:30 PM

When Markets React

When markets shift, experienced investors stick to their strategy.

Join experts to gain insights on retirement planning.

RESERVE YOUR SEATS

Event Agenda

(Choose one topic per breakout time slot. Multiple sessions run simultaneously.)

1:00 PM Sessions

Income by Design: The AFG Way to Tax-Efficient Retirement Income
Osprey & Eagle Rooms
Brian Akers, Paul Franco & Noah Akers

Maximizing Your Benefits: Smart Social Security Strategies
Heron Room
Sam Payne, RICP®, Asset and Jeff Akers

Senior Advice: Top 7 Issues for Seniors
Decoy Room – 2nd Floor
Crystal Morris, Harford County Department of Aging & Nick Molite

2:00 PM Sessions

Investing with Purpose: AFG Select Strategies & Client Account Access
Osprey & Eagle Rooms
Brian Akers, Alex Monk & David Good

Healthcare in Retirement: The AFG Approach to Navigating Healthcare Needs
Heron Room
Jeff Akers & Nick Molite

Globus, Avalon Waterways & River Cruise Opportunities
Decoy Room – 2nd Floor
Suzanne Heiss, Magical Vacation Planner

3:00 PM Sessions

Portfolio Design the AFG Way: Understanding Core & Satellite Investing
Osprey & Eagle Rooms
Brian Akers & Mark DiOrio, CFO, Brookstone Capital Management

Faithful Finances: A Biblical Approach
Heron Room
Noah Akers

AFG Client Technology Access
River Room
Questions on Black Diamond, DocuSign, Going Paperless & More
David Good

Got the Itch to Move? The Rash Team Can Help!
Decoy Room – 2nd Floor
George & Katie Rash
Berkshire Hathaway HomeServices