Broker Check

Akers Financial Group - Webinars and Classroom Sessions

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.

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® and 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.

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.

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. 

Securities offered through Orchard Securities, LLC, a member of FINRA and SiPC. The information contained herein is not an offer or a solicitation related to the sale of any securities.  Such an offer or solicitation can be made only through a prospectus or private placement memorandum, which is always controlling and supersedes the information contained herein in its entirety.  Orders to buy or sell securities or other instructions related to your account may not be sent via email.  The information contained herein is not to be construed as tax or legal advice, as neither Orchard nor any of its associated persons are qualified tax or legal professionals.  Subject to certain regulatory requirements, the information contained herein is confidential, and only for the use of its intended recipient(s).   

This communication is general in nature, and should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel and provided for educational and informational purposes only. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. How and when to claim Social Security benefits is a personal decision, and can depend on a number of factors—such as your financial and individual situation, health, family longevity, and tax and social security laws which can be complex and subject to frequent change. Always consult a qualified professional or your own independent financial advisor for personalized advice and investment recommendations tailored to your specific goals, individual situation, and risk tolerance.

Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact your results. Franklin Templeton Distributors, Inc. (FTDI) cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

All financial decisions, strategies, and investments involve risks, including possible loss of principal. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Bond prices generally move in the opposite direction of interest rates. Thus, as the prices of bonds in the fund adjust to a rise in interest rates, the fund’s share price may decline. Changes in the financial strength of a bond issuer or in a bond’s credit rating may affect its value.

Fluctuations in the financial markets and other factors may cause declines in one’s account. Diversification and asset allocation strategies do not ensure a profit or protect against a loss. There is no guarantee that any particular asset allocation will meet one’s investment goal, provide one with a given level of income, or provide sufficient funds to meet future retirement needs. Investors are strongly advised to consult with appropriate financial, legal or tax advisors about one’s specific circumstances and individual goals.   Important data provider notices and terms available at www.franklintempletondatasources.com.  Investors should carefully consider a fund’s investment goals, risks, charges and expenses before investing. To obtain a summary prospectus and/or prospectus, which contains this and other information, talk to your financial advisor, call us at  (800) DIAL BEN/342-5236 or visit franklintempleton.com. Please carefully read the prospectus before you invest or send money.