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Webinar Library

Tax Planning 

Brian A. Akers, CFP® explains how to pay tax now and never again

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Planning For Later

Brian A. Akers, CFP® goes over planning for when you're not here.

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Fire Meaning

Brian A. Akers CFP® explains what F.I.R.E. stands for

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Financial Fingerprint

Brian A. Akers, CFP® reveals what a "Financial Fingerprint" is

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How AFG can help you

Brian A. Akers, CFP® explains how Akers Financial Group can help you

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2026 Market Outlook and Review

A 2026 Outlook with Brian A. Akers, CFP®, Alex J. Monk, CFP®  and Mark DiOrio with Brookstone Capital Management

2025 Mid-Year Market Review

Brian A. Akers, CFP®, Mark DiOrio with Brookstone Capital Management bring you a Mid-Year Review 

2025 Market Outlook 

A 2025 Outlook with Brian A. Akers, CFP® and Mark DiOrio with Brookstone Capital Management

2024 Mid-Year Market Review

  Brian A. Akers, CFP®, Mark DiOrio with Brookstone Capital Management bring you a Mid-Year Review 

2024 Required Minimum Distributions & Qualified Charitable Distributions

Learn how RMD's and QCD's can help you, with Brian A. Akers, CFP® and Jeffery L. Akers, CFP®

2024 Market Outlook & Review 

 Listen as Brian A. Akers, CFP®, Mark DiOrio with Brookstone Capital Management and Alex J. Monk, CFP® give a 2024 Outlook & Review 

2023 Mid-Year Market Review

Watch as Brian A. Akers, CFP® and Mark DiOrio with Brookstone Capital Management bring you a 2023 Mid-Year Review

2023 Market Outlook & 2022 Review

Hear from Brian A. Akers CFP®, Mark DiOrio with Brookstone Capital Management, and Alexander J. Monk, CFP® 

as they give an outlook for 2023 and review of 2022! 

Black Diamond Instructional video

Listen as Susan Ellsworth and David Good give a Black Diamond website overview and tutorial 

Charitable Giving - The Right Way

with Brian A. Akers, CFP® and Jeffery L. Akers, CFP®  

Hear about many ways to give to charity.  Find out what you can give and how! 

529 Education Savings Plans

with Brian A. Akers, CFP® and Jeffery L. Akers, CFP®

Learn about the uses of 529 plans for your children and grandchildren as we cover Maryland College Savings, College America and Savingforcollege.com

RMDs and QCDs

with Brian A. Akers, CFP® and Jeffery L. Akers, CFP®

Find out what RMD changes were made in  2020 under the Secure Act.  This is a great session for those nearing age 70 1/2 and for those turning 72.  

Roth IRAs - Contributions and Conversions

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

Watch to find out why tax free growth is the best way to invest money over time!  


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.  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.

Please note that the presenter can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution. Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

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.