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134 Industry Lane, Suite 5, Forest Hill, MD 21050

(410) 692-9870
hello@akersfinancial.com
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Schedule

Friday, October 10, 2025 @ Water's Edge Events Center

 4687 Millennium Dr., Belcamp, MD  21017

Check in Begins: 12:30pm

Event from 12:30pm to 6:30pm


Don't miss Hors d'ouevres, Akers introductions and musical entertainment by our very own Andy and Trish Griglock at 5pm!  

Please register for the 5pm festivities if you plan to attend - thank you!

                 

As always, if you are an Akers Financial Group client and are unsure which classes may benefit you, please call the office and one of our advisors can recommend classes for you.  


Winning in Retirement:   Having Fun

Training Class 1    


 1pm  Faux Pumpkin Craft  - Your Choice: Decoupage or Paint? 

             Julia Akers - Artist - Akers Financial Group

 

2pm  Alaska Cruises, Cruise Tour and Viking River Cruises  

            Suzanne Heiss, Magical Vacation Planner

 

3pm  Got the Itch to Move? The Rash Team Can Help!

            George & Katie Rash, Realtors – Berkshire Hathaway

 

4pm  Faux Pumpkin Craft  - Your Choice: Decoupage or Paint? 

            Julia Akers - Artist - Akers Financial Group

 

Akers Financial Forum:  The Foundational Principles for our Clients

Training Class 2 & 3        

 

1pm  Protecting your Nest Egg Hour - Annuities / Life Insurance / Long Term Care

                Followed by Social Security

                Sam Payne, RICP®, Asset and Jeffery L. Akers, CFP® & Brian A. Akers, CFP® - Akers  Financial Group

 

2pm  Estate & Legacy Planning Hour - Wills, Trusts & Probate

                Followed by Charitable Giving

                Ashley Nelson-Raut, Attorney - Bress Raut Law & Brian A. Akers, CFP® - Akers Financial Group

  

3pm  Portfolio Investing Hour - The smart money moves AFG is making for our client's wealth today

                Followed by Akers Financial Group Select Portfolios

                Brian A. Akers, CFP®, J. Paul Franco, M.B.A., Noah D. Akers, M.B.A., Bernie McVey, M.B.A. & Alex J. Monk, CFP®, Akers Financial Group

  

4pm  Up to the Minute Market & Financial Planning Overview Hour

               Followed by an Overview of Akers Financial Group

               Mark DiOrio, CFO w/Brookstone Capital Mgmt., Brian A. Akers, CFP® & all advisors - Akers Financial Group

 

Specialized Sessions

Training Class 4

 

1pm  Tax Strategy and Roth Planning: From Taxed to Tax Free 

            J. Paul Franco, M.B.A & Noah Akers, M.B.A. – Akers Financial Group

  

2pm  Medicare Basics for Confident Planning - Office on Aging

            Andrea Pomilla, HC Office on Aging & Jeffery L. Akers, CFP® - Akers Financial Group

  

3pm  The Emotions, Expectations and Economics of Investing: A Historic Perspective  

           Eric Kruk - Franklin Templeton      

 

4pm  Faithful Finances: A Biblical Approach 

           Noah D. Akers, M.B.A. – Akers Financial Group

  

Keeping You Connected

Training Class 5 

 

2pm  Have Technical Questions?  We can help! - Answering Questions - Walking you Through: DocuSign, Black Diamond, Going Paperless

            David Good - Akers Financial Group

 

3pm  Black Diamond Instructional Class - Learn How to Use Black Diamond

            David Good - Akers Financial Group

  

4pm  Have Technical Questions?  We can help! - Answering Questions - Walking you Through: DocuSign, Black Diamond, Going Paperless

            David Good - Akers Financial Group 


5pm 

Hors d'ouevres, Akers introductions and musical entertainment by our very own Andy and Trish Griglock


             

 


Please read the investment summary and prospectus, which can be obtained from your financial professional and should be read carefully before investing.

Guarantees based on the insurance company’s ability to pay and early withdrawal may cause a loss of principal due to withdrawal charges. Purchasers may experience fees and expenses, including withdrawal charges, market value adjustments, rider premiums, etc. which will affect contract values. Interest credits are based on a formula that takes into account the performance of an index. Purchasers are not investing in the index and will not experience the same returns as the index of a related index mutual fund. Purchasers will participate in only a state percentage of an increase in an index, as the annuity imposes a “cap rate.”

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.