Broker Check

Akers Financial Group - Webinars and Classroom Sessions

April 22nd @ 4pm - Roth IRAs - Contributions & Conversions

Hear from our advisors, Brian A. Akers, CFP® and Alexander J. Monk, CFP®

on why tax free growth is the best way to invest money over time! 

 Feel free to invite friends, family and co-workers!


Social Security  

with Brian A. Akers, CFP® and Sam Payne, Certified National Social Security Advisor

Watch to hear about some Social Security strategies to consider

Income Taxes

with Brian A. Akers, CFP®, Jeffery L. Akers, CFP® and Alexander J. Monk, CFP®

Just because 2020 is over, doesn't mean there isn't anything that can be done to lessen your taxes!

The Five Most Common Long Term Care Mistakes

with Brian A Akers, CFP® and Jeff Stemler

Join Brian and Jeff Stemler, LTC expert  with AMD, as they fill you in on common Long Term Care Insurance mistakes.

Utilizing Emoney & Statement Explanation

with Jeffery L. Akers, CFP® and Nathan McDuffee

Join Jeff and Nathan as they convey the many uses of Emoney

and explain how to interpret some of the information on statements you receive.  

Kalos Financial - 2020 Market Update

with Daniel Wildermuth, CEO  and Co-Founder of Kalos Capital, Inc. and Kalos Management, Inc.

Watch as Daniel gives an update on the 2020 Market and a glimpse into 2021. 

He has unique insight into U.S. and world markets,  as we as his review of

current events shaping our  nation and world.  

2020 Market Review and 2021 Outlook

with Brian A. Akers, CFP®, Alexander J. Monk, CFP® and Bernie McVey, M.B.A.

Taxes in Retirement - Many Decisions Have Tax Implications

with Brian A. Akers, CFP®

Watch as Brian talks about the many decisions you make that will have

tax implications you may have never thought about.

Pre-Retirement and In-Retirement Healthcare & Funeral Pre-Planning 

with Jeffery L. Akers, CFP® and Casey Lynch with Evans Funeral Chapel

Join as Jeff talks about pre-retirement healthcare options and available

healthcare options during your retirement years and

Casey goes over many reasons to think ahead and pre-plan for funerals.


Annuities - Everything you Should Know but Didn't Think to Ask

with Sam Payne, RICP®, CLTC, NSSA

Listen as Sam talks about Annuities -

everything you should know, but didn't think to ask!

Medical Directives and Estate Planning

with Attorneys Kevin Bress with PK Law and Mark Perkins and Jennifer Eseed with Perkins and Zayed

Watch two special presentations: 

Maryland's Fabulous New Protocol for Uploading Your Medical Directives , 

Problem is:  No One Knows About It

And Estate Planning Essentials 

Investing into the 4th Quarter 

with Mark DiOrio, Brookstone Capital Management, Alexander J. Monk, CFP® and Bernie McVey, M.B.A.

Annuities and Retirement Income 

with Sam Payne with AMS and Jeffery L. Akers, CFP®

2020 Retirement and Things To Do Before You Retire

with Brian A. Akers, CFP® and Scott Rogers with Franklin Templeton

2020 Mid-Year Market Update 

with Brian A. Akers, CFP®, Alexander J. Monk, CFP® and Bernie McVey, M.B.A.

Managing Market Volatility 

with Brian A. Akers, CFP®, Alexander J. Monk, CFP®

529 Higher Education Savings Plans 

with Brian A. Akers, CFP®

The material contained in these webinars is as of the date of publication and is subject to change.  Information has been obtained from third party sources we consider reliable, but we do not guarantee the facts cited are accurate or complete.  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.

This material is not intended to be relied upon as a forecast or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment.  We may execute transactions in securities that may not be consistent with the report’s conclusions.  Investors should consult their financial advisor on the strategy best for them.  Past performance is no guarantee of future results.

This material is educational in nature and should not be deemed as a solicitation of any specific product or service. All investments involve risk and a potential loss of principal. Kalos Capital nor Kalos Management offer tax and legal advice. Please consult with a tax advisor or attorney for advice regarding the impact on your portfolio.

The opinions in the webinars are as of the date of publication and are subject to change. Information has been obtained from a third party sources we consider reliable, but we do not guarantee the facts cited are accurate or complete. This material is not intended to be relied upon as a forecast or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment. We may execute transactions in securities that may not be consistent with the report's conclusions. Investors should consult their financial advisor on the strategy best for them. Past performance is no guarantee of future results.

Brian A. Akers, CFP®, Jeffery L. Akers, CFP®, Alexander J. Monk, CFP® and Bernie P. McVey, offer securities through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, GA  30005, (678) 356-1100.  Akers Financial Group, Inc. is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.