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 A. Akers, CFP®, J. Paul Franco, M.B.A. & Noah D. Akers, M.B.A.

Maximizing Your Benefits: Smart Social Security Strategies
Heron Room
Sam Payne, RICP®, Asset and Jeffery L. Akers, CFP®

Senior Advice: Top 7 Issues for Seniors
Decoy Room – 2nd Floor
Crystal Morris & Lauren Rider – HC Dept. of Aging, Nicholas J. Molite

2:00 PM Sessions

Investing with Purpose: AFG Select Strategies & Client Account Access
Osprey & Eagle Rooms
Brian A. Akers, CFP®, Alexander J. Monk, CFP® & David Good

Healthcare in Retirement: The AFG Approach to Navigating
Heron Room
Jeffery L. Akers, CFP® & Nicholas J. Molite

Discover River Cruising
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 A. Akers, CFP® & Mark DiOrio, CFA w/Brookstone Capital Mgmt.

Faithful Finances: A Biblical Approach
Heron Room
Noah D. Akers, M.B.A.

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

Got the Itch to Move? Real Estate Decisions.
Decoy Room – 2nd Floor
George & Katie Rash
Berkshire Hathaway HomeServices

4:00 PM Sessions

The AFG Way: From Now to Where You Need to Be
Osprey & Eagle Rooms
Brian A. Akers, CFP®, Noah D. Akers, M.B.A. & Mark DiOrio, CFA w/Brookstone Capital Mgmt.

Protecting Your Legacy: Estate Planning Essentials
Heron Room
Ashley Nelson-Raut, Attorney - Bress Raut Law & J. Paul Franco, M.B.A.

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

AFG Creative Break: Hands-On Craft Session: Create red, white, and blue mosaic coasters as we honor 9/11 and celebrate America's 250th anniversary!
Decoy Room – 2nd Floor
Paula Sorg – Akers Financial Group’s Crafter