Broker Check

Webinar Library

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 

2022 Mid-Year Market Review

Hear as Brian A. Akers, CFP®, Alexander J. Monk, CFP®, Bernie McVey, M.B.A  and Mark DiOrio

with Brookstone Capital Management bring you a 2022 Mid Year Review

2021 Market Review & 2022 Outlook

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

2021 Mid-Year Market Review

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

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!  



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.



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.


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!


Investing into the 4th Quarter 

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

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® and Alexander J. Monk, 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.  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.